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
$658M
AUM Growth
+$31.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
628
New
Increased
Reduced
Closed

Top Buys

1
+$2.31M
2
+$1.1M
3
+$1.04M
4
ABBV icon
AbbVie
ABBV
+$884K
5
XOM icon
Exxon Mobil
XOM
+$849K

Top Sells

1
+$1.25M
2
+$801K
3
+$793K
4
VTV icon
Vanguard Value ETF
VTV
+$429K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$338K

Sector Composition

1 Industrials 42.07%
2 Technology 4.97%
3 Healthcare 4.63%
4 Financials 3.29%
5 Utilities 1.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$41K 0.01%
525
-100
377
$41K 0.01%
1,009
378
$41K 0.01%
505
379
$41K 0.01%
1,021
380
$40K 0.01%
828
381
$40K 0.01%
1,242
-160
382
$39K 0.01%
2,088
-1,234
383
$39K 0.01%
401
384
$39K 0.01%
882
385
$38K 0.01%
2,849
386
$38K 0.01%
753
387
$37K 0.01%
1,449
388
$36K 0.01%
1,339
-168
389
$36K 0.01%
+619
390
$35K 0.01%
804
-45
391
$34K 0.01%
467
392
$34K 0.01%
991
-32
393
$33K 0.01%
+153
394
$33K 0.01%
851
+300
395
$33K 0.01%
564
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396
$33K 0.01%
1,008
397
$31K ﹤0.01%
403
398
$31K ﹤0.01%
106
-16
399
$31K ﹤0.01%
1,511
400
$31K ﹤0.01%
528
14 15
16
17 18