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
$671M
AUM Growth
+$26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
519
New
Increased
Reduced
Closed

Top Buys

1
+$4.55M
2
+$2.37M
3
+$1.34M
4
BAC icon
Bank of America
BAC
+$735K
5
CAT icon
Caterpillar
CAT
+$717K

Top Sells

1
+$6.02M
2
+$1.68M
3
+$749K
4
INTU icon
Intuit
INTU
+$628K
5
BCR
CR Bard Inc.
BCR
+$473K

Sector Composition

1 Industrials 46.27%
2 Healthcare 3.42%
3 Technology 3.34%
4 Financials 2.94%
5 Utilities 1.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$25K ﹤0.01%
250
402
$25K ﹤0.01%
1,320
403
$25K ﹤0.01%
1,056
404
$24K ﹤0.01%
427
405
$23K ﹤0.01%
302
406
$23K ﹤0.01%
194
407
$23K ﹤0.01%
650
408
$23K ﹤0.01%
1,395
409
$22K ﹤0.01%
193
410
$21K ﹤0.01%
1,234
411
$20K ﹤0.01%
187
412
$20K ﹤0.01%
921
-380
413
$20K ﹤0.01%
533
414
$19K ﹤0.01%
121
-4,000
415
$18K ﹤0.01%
+1,225
416
$17K ﹤0.01%
453
-7
417
$17K ﹤0.01%
1,261
418
$17K ﹤0.01%
+368
419
$17K ﹤0.01%
422
420
$16K ﹤0.01%
+165
421
$16K ﹤0.01%
+551
422
$15K ﹤0.01%
1,319
423
– –
0
424
$15K ﹤0.01%
150
425
$15K ﹤0.01%
300
-60
15 16
17
18 19