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
$746M
AUM Growth
-$18.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,197
New
Increased
Reduced
Closed

Top Buys

1
+$4.1M
2
+$2.18M
3
+$2.1M
4
OTIS icon
Otis Worldwide
OTIS
+$1.88M
5
IVOO icon
Vanguard S&P Mid-Cap 400 ETF
IVOO
+$1.72M

Top Sells

1
+$21M
2
+$4.26M
3
+$3.18M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$2.14M
5
DSI icon
iShares MSCI KLD 400 Social ETF
DSI
+$1.95M

Sector Composition

1 Industrials 18.59%
2 Technology 12.31%
3 Financials 6.87%
4 Healthcare 5.94%
5 Consumer Discretionary 5.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$98.7K 0.01%
989
352
$98.4K 0.01%
+75
353
$97.9K 0.01%
2,735
+560
354
$97.3K 0.01%
1,478
+112
355
$96.7K 0.01%
222
+192
356
$95.8K 0.01%
854
-2,725
357
$94.9K 0.01%
+1,250
358
$93.4K 0.01%
1,859
359
$93.1K 0.01%
50,036
-32,382
360
$92.3K 0.01%
1,066
-4
361
$92.3K 0.01%
2,797
+557
362
$90.9K 0.01%
1,520
363
$90K 0.01%
563
-3
364
$85.2K 0.01%
599
-31
365
$85.2K 0.01%
663
-21
366
$83.4K 0.01%
3,620
+805
367
$82.3K 0.01%
1,161
+43
368
$82K 0.01%
1,243
369
$81.6K 0.01%
2,000
370
$80.3K 0.01%
409
-15
371
$78.3K 0.01%
596
+87
372
$78K 0.01%
175
+5
373
$77.9K 0.01%
1,170
+3
374
$75.8K 0.01%
999
+22
375
$75.5K 0.01%
663
13 14
15
16 17