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
$631M
AUM Growth
-$26.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
521
New
Increased
Reduced
Closed

Top Buys

1
+$885K
2
+$638K
3
+$432K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$375K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$310K

Top Sells

1
+$15.2M
2
+$5.75M
3
+$1.62M
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$1M
5
CLC
Clarcor
CLC
+$902K

Sector Composition

1 Industrials 45.59%
2 Healthcare 3.3%
3 Technology 2.89%
4 Financials 2.38%
5 Utilities 1.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$39K 0.01%
950
377
$39K 0.01%
401
378
$39K 0.01%
624
379
$39K 0.01%
+1,500
380
$37K 0.01%
+60
381
$37K 0.01%
623
382
$37K 0.01%
766
383
$37K 0.01%
686
384
$36K 0.01%
1,669
385
$36K 0.01%
921
386
$36K 0.01%
991
387
$35K 0.01%
106
388
$35K 0.01%
432
389
$34K 0.01%
1,009
390
$32K 0.01%
2,849
391
$32K 0.01%
804
392
$32K 0.01%
374
393
$31K ﹤0.01%
322
394
$30K ﹤0.01%
1,242
395
$29K ﹤0.01%
387
396
$29K ﹤0.01%
828
397
$29K ﹤0.01%
1,234
398
$29K ﹤0.01%
1,617
399
$29K ﹤0.01%
598
400
$28K ﹤0.01%
467
14 15
16
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