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
$583M
AUM Growth
+$44.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,017
New
Increased
Reduced
Closed

Top Buys

1 +$10.3M
2 +$7.02M
3 +$2.5M
4
INTC icon
Intel
INTC
+$1.71M
5
XOM icon
Exxon Mobil
XOM
+$1.69M

Top Sells

1 +$3.02M
2 +$2.8M
3 +$2.64M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$1.43M
5
COP icon
ConocoPhillips
COP
+$868K

Sector Composition

1 Industrials 46.73%
2 Technology 5.52%
3 Healthcare 5.32%
4 Financials 3.86%
5 Energy 3.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
351
$176K 0.03%
5,205
-175
352
$176K 0.03%
2,664
353
$176K 0.03%
11,868
354
$174K 0.03%
1,829
355
$174K 0.03%
2,622
356
$173K 0.03%
2,170
357
$173K 0.03%
6,774
358
$170K 0.03%
3,359
-185
359
$170K 0.03%
2,866
360
$169K 0.03%
2,100
361
$169K 0.03%
8,901
362
$168K 0.03%
4,603
363
$168K 0.03%
2,130
364
$167K 0.03%
3,300
365
$167K 0.03%
+15,060
366
$167K 0.03%
3,185
-316
367
$166K 0.03%
7,405
368
$164K 0.03%
24,635
369
$163K 0.03%
1,928
-218
370
$163K 0.03%
1,533
-90
371
$163K 0.03%
3,171
372
$160K 0.03%
1,873
373
$159K 0.03%
2,477
374
$159K 0.03%
4,370
-116
375
$159K 0.03%
+3,185