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
$658M
AUM Growth
+$31.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
628
New
Increased
Reduced
Closed

Top Buys

1
+$2.31M
2
+$1.1M
3
+$1.04M
4
ABBV icon
AbbVie
ABBV
+$884K
5
XOM icon
Exxon Mobil
XOM
+$849K

Top Sells

1
+$1.25M
2
+$801K
3
+$793K
4
VTV icon
Vanguard Value ETF
VTV
+$429K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$338K

Sector Composition

1 Industrials 42.07%
2 Technology 4.97%
3 Healthcare 4.63%
4 Financials 3.29%
5 Utilities 1.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$22K ﹤0.01%
1,395
427
$22K ﹤0.01%
322
428
$21K ﹤0.01%
+381
429
$20K ﹤0.01%
+83
430
$20K ﹤0.01%
193
431
$20K ﹤0.01%
533
432
$19K ﹤0.01%
441
-6
433
$19K ﹤0.01%
328
+46
434
$18K ﹤0.01%
657
435
$18K ﹤0.01%
806
+373
436
$18K ﹤0.01%
277
437
$18K ﹤0.01%
+2,336
438
$18K ﹤0.01%
841
439
$18K ﹤0.01%
921
440
$18K ﹤0.01%
+175
441
$17K ﹤0.01%
350
-290
442
$17K ﹤0.01%
44
443
$16K ﹤0.01%
+392
444
$16K ﹤0.01%
1,261
-542
445
$16K ﹤0.01%
422
446
$15K ﹤0.01%
+866
447
$15K ﹤0.01%
250
448
$15K ﹤0.01%
+212
449
– –
0
450
$14K ﹤0.01%
150
16 17
18
19 20