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
$671M
AUM Growth
+$26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
519
New
Increased
Reduced
Closed

Top Buys

1
+$4.55M
2
+$2.37M
3
+$1.34M
4
BAC icon
Bank of America
BAC
+$735K
5
CAT icon
Caterpillar
CAT
+$717K

Top Sells

1
+$6.02M
2
+$1.68M
3
+$749K
4
INTU icon
Intuit
INTU
+$628K
5
BCR
CR Bard Inc.
BCR
+$473K

Sector Composition

1 Industrials 46.27%
2 Healthcare 3.42%
3 Technology 3.34%
4 Financials 2.94%
5 Utilities 1.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
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432
352
$48K 0.01%
1,283
353
$48K 0.01%
730
354
$46K 0.01%
753
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355
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625
356
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+460
357
$45K 0.01%
467
358
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374
359
$44K 0.01%
+1,290
360
$43K 0.01%
+475
361
$43K 0.01%
528
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362
$43K 0.01%
505
363
$42K 0.01%
1,511
364
$42K 0.01%
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365
$42K 0.01%
991
366
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217
367
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368
$38K 0.01%
620
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369
$38K 0.01%
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370
$38K 0.01%
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371
$38K 0.01%
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372
$37K 0.01%
623
373
$37K 0.01%
+490
374
$36K 0.01%
+3,940
375
$36K 0.01%
828
13 14
15
16 17