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
$746M
AUM Growth
-$18.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,197
New
Increased
Reduced
Closed

Top Buys

1
+$4.1M
2
+$2.18M
3
+$2.1M
4
OTIS icon
Otis Worldwide
OTIS
+$1.88M
5
IVOO icon
Vanguard S&P Mid-Cap 400 ETF
IVOO
+$1.72M

Top Sells

1
+$21M
2
+$4.26M
3
+$3.18M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$2.14M
5
DSI icon
iShares MSCI KLD 400 Social ETF
DSI
+$1.95M

Sector Composition

1 Industrials 18.59%
2 Technology 12.31%
3 Financials 6.87%
4 Healthcare 5.94%
5 Consumer Discretionary 5.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$53.8K 0.01%
676
-46
402
$53.2K 0.01%
2,826
403
$52.8K 0.01%
1,310
+12
404
$52.1K 0.01%
+600
405
$51.8K 0.01%
1,775
406
$51.4K 0.01%
787
+7
407
$51.3K 0.01%
521
+7
408
$50.9K 0.01%
3,318
+40
409
$50.7K 0.01%
+300
410
$50.7K 0.01%
202
+100
411
$50.2K 0.01%
+700
412
$49.7K 0.01%
109
+76
413
$49.7K 0.01%
1,617
+94
414
$49.1K 0.01%
10,561
415
$48.6K 0.01%
830
+100
416
$48.3K 0.01%
759
417
$48K 0.01%
4,053
418
$47.8K 0.01%
623
-600
419
$47.7K 0.01%
2,292
-1,002
420
$47.2K 0.01%
408
+300
421
$46.1K 0.01%
1,044
+128
422
$45.6K 0.01%
233
-6
423
$45.1K 0.01%
884
+6
424
$44.5K 0.01%
+100
425
$44.4K 0.01%
4,451
+814
15 16
17
18 19