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
$656M
AUM Growth
-$43.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
540
New
Increased
Reduced
Closed

Top Buys

1 +$6.85M
2 +$1.97M
3 +$518K
4
FRTA
Forterra, Inc
FRTA
+$311K
5
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$205K

Top Sells

1 +$2.29M
2 +$870K
3 +$853K
4
AET
Aetna Inc
AET
+$613K
5
TJX icon
TJX Companies
TJX
+$535K

Sector Composition

1 Industrials 42.24%
2 Technology 4.96%
3 Healthcare 4.62%
4 Financials 3.2%
5 Utilities 1.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$27K ﹤0.01%
741
402
$27K ﹤0.01%
250
403
$27K ﹤0.01%
619
404
$25K ﹤0.01%
232
405
$25K ﹤0.01%
925
406
$25K ﹤0.01%
187
407
$25K ﹤0.01%
446
408
$24K ﹤0.01%
302
409
$24K ﹤0.01%
549
410
$24K ﹤0.01%
319
411
$24K ﹤0.01%
1,320
412
$23K ﹤0.01%
574
413
$22K ﹤0.01%
1,395
414
$22K ﹤0.01%
322
415
$21K ﹤0.01%
381
416
$20K ﹤0.01%
83
417
$20K ﹤0.01%
193
418
$20K ﹤0.01%
533
419
$19K ﹤0.01%
428
-216
420
$19K ﹤0.01%
328
421
$18K ﹤0.01%
657
422
$18K ﹤0.01%
806
423
$18K ﹤0.01%
277
424
$18K ﹤0.01%
2,336
425
$18K ﹤0.01%
841