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
$699M
AUM Growth
+$40.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
543
New
Increased
Reduced
Closed

Top Buys

1
+$350K
2
+$343K
3
+$237K
4
KO icon
Coca-Cola
KO
+$209K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$208K

Top Sells

1
+$7.52M
2
+$2.11M
3
+$824K
4
VB icon
Vanguard Small-Cap ETF
VB
+$541K
5
NEE icon
NextEra Energy
NEE
+$352K

Sector Composition

1 Industrials 42.48%
2 Technology 5.34%
3 Healthcare 4.79%
4 Financials 3.28%
5 Consumer Discretionary 1.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$39K 0.01%
1,021
377
$37K 0.01%
828
378
$37K 0.01%
528
379
$37K 0.01%
1,449
380
$36K 0.01%
403
381
$36K 0.01%
1,242
382
$36K 0.01%
819
383
$35K 0.01%
650
384
$35K 0.01%
106
385
$35K 0.01%
804
386
$34K ﹤0.01%
467
387
$34K ﹤0.01%
753
388
$34K ﹤0.01%
619
389
$33K ﹤0.01%
153
390
$33K ﹤0.01%
1,825
391
$33K ﹤0.01%
882
392
$32K ﹤0.01%
1,511
393
$32K ﹤0.01%
1,021
394
$32K ﹤0.01%
564
395
$31K ﹤0.01%
1,339
396
$31K ﹤0.01%
665
397
$31K ﹤0.01%
991
398
$30K ﹤0.01%
1,669
399
$30K ﹤0.01%
851
400
$30K ﹤0.01%
+1,000
14 15
16
17 18