MCM

Manchester Capital Management Portfolio holdings

AUM $737M
1-Year Est. Return 17.4%
This Quarter Est. Return
1 Year Est. Return
+17.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$658M
AUM Growth
+$31.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
628
New
Increased
Reduced
Closed

Top Buys

1
+$2.31M
2
+$1.1M
3
+$1.04M
4
ABBV icon
AbbVie
ABBV
+$884K
5
XOM icon
Exxon Mobil
XOM
+$849K

Top Sells

1
+$1.25M
2
+$801K
3
+$793K
4
VTV icon
Vanguard Value ETF
VTV
+$429K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$338K

Sector Composition

1 Industrials 42.07%
2 Technology 4.97%
3 Healthcare 4.63%
4 Financials 3.29%
5 Utilities 1.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$31K ﹤0.01%
1,021
402
$30K ﹤0.01%
269
+162
403
$30K ﹤0.01%
678
+310
404
$30K ﹤0.01%
785
405
$29K ﹤0.01%
650
-230
406
$29K ﹤0.01%
1,669
-133
407
$29K ﹤0.01%
427
408
$29K ﹤0.01%
1,617
409
$29K ﹤0.01%
556
-42
410
$29K ﹤0.01%
819
-48
411
$28K ﹤0.01%
665
-53
412
$28K ﹤0.01%
1,825
+600
413
$27K ﹤0.01%
741
+600
414
$27K ﹤0.01%
250
-67
415
$27K ﹤0.01%
619
-752
416
$26K ﹤0.01%
1,056
417
$25K ﹤0.01%
232
+156
418
$25K ﹤0.01%
925
419
$25K ﹤0.01%
187
420
$25K ﹤0.01%
446
421
$24K ﹤0.01%
302
422
$24K ﹤0.01%
549
423
$24K ﹤0.01%
+319
424
$24K ﹤0.01%
1,320
-580
425
$23K ﹤0.01%
574
+260
15 16
17
18 19