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
$656M
AUM Growth
-$43.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
540
New
Increased
Reduced
Closed

Top Buys

1
+$6.85M
2
+$1.97M
3
+$518K
4
FRTA
Forterra, Inc
FRTA
+$311K
5
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$205K

Top Sells

1
+$2.29M
2
+$870K
3
+$853K
4
AET
Aetna Inc
AET
+$613K
5
TJX icon
TJX Companies
TJX
+$535K

Sector Composition

1 Industrials 42.24%
2 Technology 4.96%
3 Healthcare 4.62%
4 Financials 3.2%
5 Utilities 1.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$51K 0.01%
2,514
352
$51K 0.01%
960
353
$50K 0.01%
1,031
354
$50K 0.01%
374
355
$49K 0.01%
950
356
$48K 0.01%
625
357
$47K 0.01%
709
358
$47K 0.01%
582
359
$46K 0.01%
1,283
360
$46K 0.01%
347
361
$44K 0.01%
1,094
362
$44K 0.01%
880
363
$44K 0.01%
1,904
364
$43K 0.01%
1,136
365
$43K 0.01%
10,000
366
$42K 0.01%
3,465
367
$41K 0.01%
525
368
$41K 0.01%
1,009
369
$41K 0.01%
505
370
$41K 0.01%
1,021
371
$40K 0.01%
828
372
$40K 0.01%
1,242
373
$39K 0.01%
2,088
374
$39K 0.01%
+401
375
$39K 0.01%
882
13 14
15
16 17