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
$631M
AUM Growth
-$26.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
521
New
Increased
Reduced
Closed

Top Buys

1
+$885K
2
+$638K
3
+$432K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$375K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$310K

Top Sells

1
+$15.2M
2
+$5.75M
3
+$1.62M
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$1M
5
CLC
Clarcor
CLC
+$902K

Sector Composition

1 Industrials 45.59%
2 Healthcare 3.3%
3 Technology 2.89%
4 Financials 2.38%
5 Utilities 1.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$27K ﹤0.01%
194
402
$27K ﹤0.01%
1,105
403
$27K ﹤0.01%
255
404
$27K ﹤0.01%
4,183
405
$26K ﹤0.01%
846
406
$26K ﹤0.01%
925
407
$26K ﹤0.01%
534
+216
408
$26K ﹤0.01%
1,319
409
$25K ﹤0.01%
250
410
$24K ﹤0.01%
1,320
411
$24K ﹤0.01%
157
412
$23K ﹤0.01%
338
413
$22K ﹤0.01%
1,056
414
$21K ﹤0.01%
256
415
$21K ﹤0.01%
1,008
416
$20K ﹤0.01%
527
417
$20K ﹤0.01%
84
418
$19K ﹤0.01%
650
419
$19K ﹤0.01%
1,261
420
$19K ﹤0.01%
+193
421
$19K ﹤0.01%
594
422
$18K ﹤0.01%
427
423
$18K ﹤0.01%
1,395
424
$18K ﹤0.01%
280
425
$16K ﹤0.01%
282
15 16
17
18 19