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
$746M
AUM Growth
-$18.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,197
New
Increased
Reduced
Closed

Top Buys

1
+$4.1M
2
+$2.18M
3
+$2.1M
4
OTIS icon
Otis Worldwide
OTIS
+$1.88M
5
IVOO icon
Vanguard S&P Mid-Cap 400 ETF
IVOO
+$1.72M

Top Sells

1
+$21M
2
+$4.26M
3
+$3.18M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$2.14M
5
DSI icon
iShares MSCI KLD 400 Social ETF
DSI
+$1.95M

Sector Composition

1 Industrials 18.59%
2 Technology 12.31%
3 Financials 6.87%
4 Healthcare 5.94%
5 Consumer Discretionary 5.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$75.2K 0.01%
1,152
+300
377
$74.9K 0.01%
1,500
378
$73.2K 0.01%
+2,000
379
$72.8K 0.01%
+489
380
$72.4K 0.01%
968
381
$71K 0.01%
874
382
$70.4K 0.01%
+500
383
$69.9K 0.01%
1,583
-9
384
$66.3K 0.01%
1,550
+50
385
$66.1K 0.01%
3,062
-37
386
$66.1K 0.01%
9,850
387
$65.9K 0.01%
1,054
+983
388
$64.5K 0.01%
2,507
+10
389
$63.8K 0.01%
436
+3
390
$63.3K 0.01%
154
+1
391
$62.8K 0.01%
490
+8
392
$62.7K 0.01%
+300
393
$62.2K 0.01%
2,375
+357
394
$62K 0.01%
1,819
+165
395
$57.5K 0.01%
887
396
$56.3K 0.01%
+650
397
$56.1K 0.01%
3,335
398
$55.9K 0.01%
724
+12
399
$55.7K 0.01%
+503
400
$55.2K 0.01%
5,979
+700
14 15
16
17 18