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
$656M
AUM Growth
-$43.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
540
New
Increased
Reduced
Closed

Top Buys

1 +$6.85M
2 +$1.97M
3 +$518K
4
FRTA
Forterra, Inc
FRTA
+$311K
5
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$205K

Top Sells

1 +$2.29M
2 +$870K
3 +$853K
4
AET
Aetna Inc
AET
+$613K
5
TJX icon
TJX Companies
TJX
+$535K

Sector Composition

1 Industrials 42.24%
2 Technology 4.96%
3 Healthcare 4.62%
4 Financials 3.2%
5 Utilities 1.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
376
$38K 0.01%
2,849
377
$38K 0.01%
753
378
$36K 0.01%
1,339
379
$36K 0.01%
619
380
$35K 0.01%
804
381
$34K 0.01%
467
382
$34K 0.01%
991
383
$33K 0.01%
153
384
$33K 0.01%
851
385
$33K 0.01%
564
386
$31K ﹤0.01%
403
387
$31K ﹤0.01%
106
388
$31K ﹤0.01%
1,511
389
$31K ﹤0.01%
528
390
$31K ﹤0.01%
1,021
391
$30K ﹤0.01%
269
392
$30K ﹤0.01%
678
393
$30K ﹤0.01%
785
394
$29K ﹤0.01%
650
395
$29K ﹤0.01%
1,669
396
$29K ﹤0.01%
427
397
$29K ﹤0.01%
1,617
398
$29K ﹤0.01%
556
399
$28K ﹤0.01%
665
400
$28K ﹤0.01%
1,825