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
$631M
AUM Growth
-$26.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
521
New
Increased
Reduced
Closed

Top Buys

1
+$885K
2
+$638K
3
+$432K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$375K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$310K

Top Sells

1
+$15.2M
2
+$5.75M
3
+$1.62M
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$1M
5
CLC
Clarcor
CLC
+$902K

Sector Composition

1 Industrials 45.59%
2 Healthcare 3.3%
3 Technology 2.89%
4 Financials 2.38%
5 Utilities 1.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$51K 0.01%
620
352
$51K 0.01%
709
353
$51K 0.01%
+2,100
354
$51K 0.01%
1,726
355
$51K 0.01%
536
356
$50K 0.01%
212
357
$49K 0.01%
1,087
358
$48K 0.01%
1,031
359
$47K 0.01%
1,212
360
$47K 0.01%
4,235
361
$46K 0.01%
1,511
362
$46K 0.01%
467
363
$46K 0.01%
413
364
$46K 0.01%
1,571
-790
365
$44K 0.01%
665
366
$44K 0.01%
730
367
$44K 0.01%
1,617
368
$42K 0.01%
480
369
$42K 0.01%
1,047
370
$42K 0.01%
994
371
$42K 0.01%
505
372
$42K 0.01%
582
373
$42K 0.01%
+1,888
374
$41K 0.01%
1,339
375
$40K 0.01%
1,531
13 14
15
16 17