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
$708M
AUM Growth
+$111M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
680
New
Increased
Reduced
Closed

Top Buys

1
+$21.3M
2
+$15.4M
3
+$9.57M
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$9.41M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$7.75M

Top Sells

1
+$19.5M
2
+$2.05M
3
+$1.51M
4
SPG icon
Simon Property Group
SPG
+$796K
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$736K

Sector Composition

1 Industrials 38.08%
2 Healthcare 3.51%
3 Financials 2.81%
4 Technology 2.56%
5 Consumer Staples 1.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$54K 0.01%
1,000
427
$54K 0.01%
3,930
-4,070
428
$54K 0.01%
1,100
429
$54K 0.01%
882
430
$54K 0.01%
1,175
431
$53K 0.01%
800
432
$53K 0.01%
3,407
433
$53K 0.01%
1,400
434
$53K 0.01%
1,004
435
$53K 0.01%
1,686
436
$53K 0.01%
2,060
437
$53K 0.01%
1,700
438
$52K 0.01%
62,960
439
$52K 0.01%
548
440
$51K 0.01%
+1,087
441
$51K 0.01%
2,200
442
$51K 0.01%
750
443
$51K 0.01%
2,600
444
$51K 0.01%
522
445
$50K 0.01%
1,047
446
$50K 0.01%
1,188
447
$50K 0.01%
1,525
448
$49K 0.01%
1,194
449
$49K 0.01%
700
450
$49K 0.01%
+1,341
16 17
18
19 20