MCM

Manchester Capital Management Portfolio holdings

AUM $737M
1-Year Est. Return 17.4%
This Quarter Est. Return
1 Year Est. Return
+17.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$658M
AUM Growth
+$31.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
628
New
Increased
Reduced
Closed

Top Buys

1
+$2.31M
2
+$1.1M
3
+$1.04M
4
ABBV icon
AbbVie
ABBV
+$884K
5
XOM icon
Exxon Mobil
XOM
+$849K

Top Sells

1
+$1.25M
2
+$801K
3
+$793K
4
VTV icon
Vanguard Value ETF
VTV
+$429K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$338K

Sector Composition

1 Industrials 42.07%
2 Technology 4.97%
3 Healthcare 4.63%
4 Financials 3.29%
5 Utilities 1.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$56K 0.01%
653
+155
352
$54K 0.01%
750
353
$53K 0.01%
1,188
-115
354
$53K 0.01%
496
+228
355
$53K 0.01%
749
356
– –
0
357
$52K 0.01%
381
+80
358
$52K 0.01%
+1,230
359
$52K 0.01%
268
360
$51K 0.01%
2,514
361
$51K 0.01%
960
-79
362
$50K 0.01%
1,031
363
$50K 0.01%
374
364
$49K 0.01%
950
365
$48K 0.01%
625
366
$47K 0.01%
709
367
$47K 0.01%
582
368
$46K 0.01%
1,283
369
$46K 0.01%
347
-100
370
$44K 0.01%
1,094
371
$44K 0.01%
880
372
$44K 0.01%
1,904
373
$43K 0.01%
+1,136
374
$43K 0.01%
10,000
375
$42K 0.01%
3,465
13 14
15
16 17