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
$645M
AUM Growth
+$17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
504
New
Increased
Reduced
Closed

Top Buys

1
+$1.2M
2
+$569K
3
+$374K
4
VB icon
Vanguard Small-Cap ETF
VB
+$304K
5
ZWS icon
Zurn Elkay Water Solutions
ZWS
+$224K

Top Sells

1
+$6.68M
2
+$1.83M
3
+$1.63M
4
VTV icon
Vanguard Value ETF
VTV
+$1.18M
5
DD
Du Pont De Nemours E I
DD
+$1.09M

Sector Composition

1 Industrials 49.11%
2 Healthcare 3.33%
3 Technology 3.05%
4 Financials 2.43%
5 Utilities 1.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$45K 0.01%
686
352
$44K 0.01%
1,531
353
$44K 0.01%
3,813
354
$43K 0.01%
1,283
355
$43K 0.01%
994
356
$43K 0.01%
505
357
$42K 0.01%
950
358
$41K 0.01%
467
359
$41K 0.01%
+1,027
360
$41K 0.01%
401
361
$41K 0.01%
374
362
$40K 0.01%
1,009
363
$40K 0.01%
217
364
$39K 0.01%
106
365
$39K 0.01%
991
366
$38K 0.01%
766
367
$37K 0.01%
1,242
368
$36K 0.01%
+300
369
$36K 0.01%
+1,044
370
$35K 0.01%
1,051
+7
371
$34K 0.01%
1,021
372
$33K 0.01%
387
373
$33K 0.01%
+1,495
374
$33K 0.01%
+300
375
$33K 0.01%
1,617
13 14
15
16 17