MCM

Manchester Capital Management Portfolio holdings

AUM $737M
1-Year Est. Return 17.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$770M
AUM Growth
-$5.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
687
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$3.45M
3
+$2.03M
4
TSLA icon
Tesla
TSLA
+$1.26M
5
MDY icon
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
+$835K

Top Sells

1
+$6.21M
2
+$3.18M
3
+$1.87M
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$684K
5
JLL icon
Jones Lang LaSalle
JLL
+$478K

Sector Composition

1 Industrials 33.29%
2 Technology 6.58%
3 Healthcare 4.47%
4 Financials 2.93%
5 Consumer Discretionary 2.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$37K ﹤0.01%
1,021
402
$37K ﹤0.01%
467
403
$37K ﹤0.01%
1,180
404
$36K ﹤0.01%
3,239
405
$36K ﹤0.01%
1,021
406
$35K ﹤0.01%
1,669
407
$35K ﹤0.01%
753
408
$35K ﹤0.01%
619
409
$34K ﹤0.01%
1,283
410
$34K ﹤0.01%
600
+200
411
$34K ﹤0.01%
400
412
$33K ﹤0.01%
1,511
413
$33K ﹤0.01%
+599
414
$32K ﹤0.01%
+2,000
415
$31K ﹤0.01%
950
416
$30K ﹤0.01%
650
417
$30K ﹤0.01%
1,938
418
$30K ﹤0.01%
187
419
$29K ﹤0.01%
1,904
420
$29K ﹤0.01%
1,617
421
$28K ﹤0.01%
+700
422
$28K ﹤0.01%
482
+300
423
$27K ﹤0.01%
1,339
424
$27K ﹤0.01%
1,581
425
$27K ﹤0.01%
427
15 16
17
18 19