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
$770M
AUM Growth
-$5.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
687
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$3.45M
3
+$2.03M
4
TSLA icon
Tesla
TSLA
+$1.26M
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$835K

Top Sells

1
+$6.21M
2
+$3.18M
3
+$1.87M
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$684K
5
JLL icon
Jones Lang LaSalle
JLL
+$478K

Sector Composition

1 Industrials 33.29%
2 Technology 6.58%
3 Healthcare 4.47%
4 Financials 2.93%
5 Consumer Discretionary 2.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$62K 0.01%
1,710
352
$62K 0.01%
+2,020
353
$61K 0.01%
994
354
$61K 0.01%
2,825
355
$61K 0.01%
730
356
$58K 0.01%
381
357
$58K 0.01%
750
358
$57K 0.01%
1,580
359
$57K 0.01%
671
-640
360
$56K 0.01%
1,031
361
$56K 0.01%
5,000
362
$56K 0.01%
960
363
$56K 0.01%
1,764
364
$56K 0.01%
1,089
+19
365
$55K 0.01%
594
366
$54K 0.01%
+1,185
367
$54K 0.01%
2,520
368
$53K 0.01%
1,761
-1,527
369
$53K 0.01%
+1,464
370
$51K 0.01%
1,016
371
$51K 0.01%
625
372
$51K 0.01%
882
373
$50K 0.01%
1,047
374
$50K 0.01%
536
375
$49K 0.01%
300
13 14
15
16 17