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
$671M
AUM Growth
+$26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
519
New
Increased
Reduced
Closed

Top Buys

1
+$4.55M
2
+$2.37M
3
+$1.34M
4
BAC icon
Bank of America
BAC
+$735K
5
CAT icon
Caterpillar
CAT
+$717K

Top Sells

1
+$6.02M
2
+$1.68M
3
+$749K
4
INTU icon
Intuit
INTU
+$628K
5
BCR
CR Bard Inc.
BCR
+$473K

Sector Composition

1 Industrials 46.27%
2 Healthcare 3.42%
3 Technology 3.34%
4 Financials 2.94%
5 Utilities 1.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$36K 0.01%
106
377
$36K 0.01%
+228
378
$36K 0.01%
+498
379
$34K 0.01%
1,617
380
$33K ﹤0.01%
268
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381
$33K ﹤0.01%
598
382
$32K ﹤0.01%
403
+16
383
$32K ﹤0.01%
+705
384
$31K ﹤0.01%
2,849
385
$31K ﹤0.01%
1,021
-510
386
$31K ﹤0.01%
1,058
+7
387
$30K ﹤0.01%
467
388
$30K ﹤0.01%
1,669
389
$30K ﹤0.01%
665
390
$30K ﹤0.01%
785
391
$29K ﹤0.01%
804
392
$29K ﹤0.01%
255
393
$29K ﹤0.01%
1,008
394
$29K ﹤0.01%
+893
395
$28K ﹤0.01%
650
396
$27K ﹤0.01%
549
+6
397
$27K ﹤0.01%
819
398
$26K ﹤0.01%
256
399
$26K ﹤0.01%
925
400
$26K ﹤0.01%
322
14 15
16
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