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
$708M
AUM Growth
+$111M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
680
New
Increased
Reduced
Closed

Top Buys

1
+$21.3M
2
+$15.4M
3
+$9.57M
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$9.41M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$7.75M

Top Sells

1
+$19.5M
2
+$2.05M
3
+$1.51M
4
SPG icon
Simon Property Group
SPG
+$796K
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$736K

Sector Composition

1 Industrials 38.08%
2 Healthcare 3.51%
3 Financials 2.81%
4 Technology 2.56%
5 Consumer Staples 1.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$82K 0.01%
675
352
$82K 0.01%
2,100
353
$81K 0.01%
1,000
354
$80K 0.01%
671
355
$80K 0.01%
2,122
356
$78K 0.01%
2,118
357
$78K 0.01%
5,600
358
$78K 0.01%
1,675
359
$78K 0.01%
3,899
360
$78K 0.01%
6,225
361
$77K 0.01%
5,880
362
$77K 0.01%
2,731
363
$77K 0.01%
1,437
364
$76K 0.01%
475
365
$76K 0.01%
3,899
366
$76K 0.01%
2,300
367
$76K 0.01%
3,169
368
$75K 0.01%
2,133
369
$75K 0.01%
2,301
370
$75K 0.01%
981
+445
371
$75K 0.01%
375
372
$74K 0.01%
+1,452
373
$74K 0.01%
1,600
374
$74K 0.01%
1,207
+12
375
$73K 0.01%
11,750
13 14
15
16 17