MCM

Manchester Capital Management Portfolio holdings

AUM $760M
1-Year Est. Return 13.71%
This Quarter Est. Return
1 Year Est. Return
+13.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$770M
AUM Growth
-$5.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
687
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$3.45M
3
+$2.03M
4
TSLA icon
Tesla
TSLA
+$1.26M
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$835K

Top Sells

1
+$6.21M
2
+$3.18M
3
+$1.87M
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$684K
5
JLL icon
Jones Lang LaSalle
JLL
+$478K

Sector Composition

1 Industrials 33.29%
2 Technology 6.58%
3 Healthcare 4.47%
4 Financials 2.93%
5 Consumer Discretionary 2.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$82K 0.01%
+1,000
327
$81K 0.01%
1,205
328
$81K 0.01%
413
329
$81K 0.01%
1,686
-930
330
$81K 0.01%
2,329
331
$80K 0.01%
1,348
-155
332
$79K 0.01%
1,417
333
$79K 0.01%
784
334
$75K 0.01%
4,700
335
$75K 0.01%
1,617
336
$74K 0.01%
709
337
$74K 0.01%
2,350
338
$73K 0.01%
1,902
339
$72K 0.01%
+1,619
340
$72K 0.01%
6,993
341
$71K 0.01%
+5,100
342
$71K 0.01%
620
343
$70K 0.01%
374
344
$69K 0.01%
1,914
-1,116
345
$68K 0.01%
1,860
346
$67K 0.01%
416
+384
347
$66K 0.01%
+1,366
348
$64K 0.01%
+541
349
$63K 0.01%
+2,000
350
$62K 0.01%
277
12 13
14
15 16