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
$699M
AUM Growth
+$40.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
543
New
Increased
Reduced
Closed

Top Buys

1
+$350K
2
+$343K
3
+$237K
4
KO icon
Coca-Cola
KO
+$209K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$208K

Top Sells

1
+$7.52M
2
+$2.11M
3
+$824K
4
VB icon
Vanguard Small-Cap ETF
VB
+$541K
5
NEE icon
NextEra Energy
NEE
+$352K

Sector Composition

1 Industrials 42.48%
2 Technology 5.34%
3 Healthcare 4.79%
4 Financials 3.28%
5 Consumer Discretionary 1.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$53K 0.01%
582
352
$52K 0.01%
1,223
-485
353
$52K 0.01%
1,031
354
$52K 0.01%
1,188
355
$52K 0.01%
511
-154
356
$52K 0.01%
3,465
357
$51K 0.01%
496
358
$51K 0.01%
374
359
$49K 0.01%
2,514
360
$47K 0.01%
950
361
$46K 0.01%
347
362
$45K 0.01%
1,904
363
$44K 0.01%
1,283
364
$44K 0.01%
880
365
$44K 0.01%
2,088
366
$43K 0.01%
1,136
367
$43K 0.01%
1,009
368
$43K 0.01%
625
369
$43K 0.01%
10,000
370
$41K 0.01%
525
371
$41K 0.01%
600
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372
$41K 0.01%
749
373
$40K 0.01%
2,849
374
$40K 0.01%
1,094
375
$40K 0.01%
505
13 14
15
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