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
$631M
AUM Growth
-$26.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
521
New
Increased
Reduced
Closed

Top Buys

1
+$885K
2
+$638K
3
+$432K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$375K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$310K

Top Sells

1
+$15.2M
2
+$5.75M
3
+$1.62M
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$1M
5
CLC
Clarcor
CLC
+$902K

Sector Composition

1 Industrials 45.59%
2 Healthcare 3.3%
3 Technology 2.89%
4 Financials 2.38%
5 Utilities 1.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$15K ﹤0.01%
648
427
– –
0
428
$15K ﹤0.01%
1,261
429
$14K ﹤0.01%
302
430
$14K ﹤0.01%
476
-8
431
$14K ﹤0.01%
117
432
$14K ﹤0.01%
187
433
$14K ﹤0.01%
463
434
$14K ﹤0.01%
80
435
$14K ﹤0.01%
+800
436
$13K ﹤0.01%
150
437
$13K ﹤0.01%
245
438
$13K ﹤0.01%
242
439
$13K ﹤0.01%
421
440
$13K ﹤0.01%
841
441
$13K ﹤0.01%
+430
442
$12K ﹤0.01%
+362
443
$11K ﹤0.01%
137
444
$10K ﹤0.01%
135
-2,060
445
$9K ﹤0.01%
229
446
$9K ﹤0.01%
141
447
$8K ﹤0.01%
324
448
$8K ﹤0.01%
77
449
$7K ﹤0.01%
101
450
$7K ﹤0.01%
200
+46
16 17
18
19 20