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
$671M
AUM Growth
+$26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
519
New
Increased
Reduced
Closed

Top Buys

1
+$4.55M
2
+$2.37M
3
+$1.34M
4
BAC icon
Bank of America
BAC
+$735K
5
CAT icon
Caterpillar
CAT
+$717K

Top Sells

1
+$6.02M
2
+$1.68M
3
+$749K
4
INTU icon
Intuit
INTU
+$628K
5
BCR
CR Bard Inc.
BCR
+$473K

Sector Composition

1 Industrials 46.27%
2 Healthcare 3.42%
3 Technology 3.34%
4 Financials 2.94%
5 Utilities 1.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$15K ﹤0.01%
282
427
$14K ﹤0.01%
+396
428
$14K ﹤0.01%
1,261
429
$14K ﹤0.01%
841
430
$14K ﹤0.01%
120
431
$13K ﹤0.01%
180
432
$12K ﹤0.01%
245
433
$12K ﹤0.01%
242
434
$12K ﹤0.01%
80
-20
435
$11K ﹤0.01%
229
436
$11K ﹤0.01%
141
437
$11K ﹤0.01%
1,002
+24
438
$10K ﹤0.01%
56
+4
439
$10K ﹤0.01%
165
440
$10K ﹤0.01%
200
441
$10K ﹤0.01%
200
442
$10K ﹤0.01%
+315
443
$10K ﹤0.01%
300
444
$9K ﹤0.01%
137
445
$9K ﹤0.01%
150
446
$9K ﹤0.01%
77
447
$8K ﹤0.01%
113
448
$8K ﹤0.01%
101
449
$8K ﹤0.01%
100
450
$8K ﹤0.01%
300
16 17
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