MCM

Manchester Capital Management Portfolio holdings

AUM $737M
1-Year Est. Return 17.4%
This Quarter Est. Return
1 Year Est. Return
+17.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$645M
AUM Growth
+$17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
504
New
Increased
Reduced
Closed

Top Buys

1
+$1.2M
2
+$569K
3
+$374K
4
VB icon
Vanguard Small-Cap ETF
VB
+$304K
5
ZWS icon
Zurn Elkay Water Solutions
ZWS
+$224K

Top Sells

1
+$6.68M
2
+$1.83M
3
+$1.63M
4
VTV icon
Vanguard Value ETF
VTV
+$1.18M
5
DD
Du Pont De Nemours E I
DD
+$1.09M

Sector Composition

1 Industrials 49.11%
2 Healthcare 3.33%
3 Technology 3.05%
4 Financials 2.43%
5 Utilities 1.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$10K ﹤0.01%
200
427
$10K ﹤0.01%
242
428
$10K ﹤0.01%
141
429
$10K ﹤0.01%
978
+84
430
$10K ﹤0.01%
137
431
$9K ﹤0.01%
52
432
$9K ﹤0.01%
300
-222,654
433
$9K ﹤0.01%
200
434
$9K ﹤0.01%
300
435
$9K ﹤0.01%
557
-20
436
$9K ﹤0.01%
77
437
$8K ﹤0.01%
101
438
$8K ﹤0.01%
300
439
$7K ﹤0.01%
113
440
$7K ﹤0.01%
132
441
$7K ﹤0.01%
95
442
$7K ﹤0.01%
150
443
$7K ﹤0.01%
1,000
444
$6K ﹤0.01%
141
445
$6K ﹤0.01%
68
446
$6K ﹤0.01%
392
447
$6K ﹤0.01%
100
448
$6K ﹤0.01%
101
449
$5K ﹤0.01%
100
450
$5K ﹤0.01%
100
16 17
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