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
$699M
AUM Growth
+$40.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
543
New
Increased
Reduced
Closed

Top Buys

1 +$350K
2 +$343K
3 +$237K
4
KO icon
Coca-Cola
KO
+$209K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$208K

Top Sells

1 +$7.52M
2 +$2.11M
3 +$824K
4
VB icon
Vanguard Small-Cap ETF
VB
+$541K
5
NEE icon
NextEra Energy
NEE
+$352K

Sector Composition

1 Industrials 42.48%
2 Technology 5.34%
3 Healthcare 4.79%
4 Financials 3.28%
5 Consumer Discretionary 1.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$29K ﹤0.01%
1,617
402
$29K ﹤0.01%
785
403
$29K ﹤0.01%
556
404
$28K ﹤0.01%
644
+203
405
$28K ﹤0.01%
925
406
$28K ﹤0.01%
427
407
$28K ﹤0.01%
269
408
$28K ﹤0.01%
319
409
$27K ﹤0.01%
250
410
$27K ﹤0.01%
619
411
$26K ﹤0.01%
232
412
$26K ﹤0.01%
187
413
$25K ﹤0.01%
741
414
$25K ﹤0.01%
1,056
415
$23K ﹤0.01%
1,320
416
$22K ﹤0.01%
381
417
$22K ﹤0.01%
549
418
$22K ﹤0.01%
678
419
$21K ﹤0.01%
806
420
$21K ﹤0.01%
574
421
$21K ﹤0.01%
446
422
$21K ﹤0.01%
189
+165
423
$20K ﹤0.01%
322
424
$20K ﹤0.01%
841
425
$20K ﹤0.01%
175