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
$645M
AUM Growth
+$17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
504
New
Increased
Reduced
Closed

Top Buys

1
+$1.2M
2
+$569K
3
+$374K
4
VB icon
Vanguard Small-Cap ETF
VB
+$304K
5
ZWS icon
Zurn Elkay Water Solutions
ZWS
+$224K

Top Sells

1
+$6.68M
2
+$1.83M
3
+$1.63M
4
VTV icon
Vanguard Value ETF
VTV
+$1.18M
5
DD
Du Pont De Nemours E I
DD
+$1.09M

Sector Composition

1 Industrials 49.11%
2 Healthcare 3.33%
3 Technology 3.05%
4 Financials 2.43%
5 Utilities 1.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$32K 0.01%
623
377
$32K 0.01%
1,669
378
$32K 0.01%
598
379
$31K ﹤0.01%
2,849
380
$31K ﹤0.01%
828
381
– –
0
382
$31K ﹤0.01%
1,301
383
$30K ﹤0.01%
785
-2,960
384
$29K ﹤0.01%
164
385
$29K ﹤0.01%
804
386
$28K ﹤0.01%
+50
387
$27K ﹤0.01%
543
388
$27K ﹤0.01%
255
389
$27K ﹤0.01%
1,056
390
$27K ﹤0.01%
1,008
391
$27K ﹤0.01%
819
+225
392
$26K ﹤0.01%
925
393
$26K ﹤0.01%
322
394
$24K ﹤0.01%
256
395
$24K ﹤0.01%
+210
396
$24K ﹤0.01%
1,320
397
$23K ﹤0.01%
467
398
$23K ﹤0.01%
650
399
$23K ﹤0.01%
250
400
$23K ﹤0.01%
650
14 15
16
17 18