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
$699M
AUM Growth
+$40.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
543
New
Increased
Reduced
Closed

Top Buys

1
+$350K
2
+$343K
3
+$237K
4
KO icon
Coca-Cola
KO
+$209K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$208K

Top Sells

1
+$7.52M
2
+$2.11M
3
+$824K
4
VB icon
Vanguard Small-Cap ETF
VB
+$541K
5
NEE icon
NextEra Energy
NEE
+$352K

Sector Composition

1 Industrials 42.48%
2 Technology 5.34%
3 Healthcare 4.79%
4 Financials 3.28%
5 Consumer Discretionary 1.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$19K ﹤0.01%
83
427
$19K ﹤0.01%
277
428
$19K ﹤0.01%
2,336
429
$19K ﹤0.01%
328
430
$19K ﹤0.01%
533
431
$18K ﹤0.01%
657
432
$18K ﹤0.01%
250
433
$18K ﹤0.01%
1,395
434
$17K ﹤0.01%
302
435
$17K ﹤0.01%
392
436
$17K ﹤0.01%
1,261
437
$17K ﹤0.01%
1,434
+330
438
$17K ﹤0.01%
193
439
$16K ﹤0.01%
229
440
$16K ﹤0.01%
44
441
$15K ﹤0.01%
658
442
$15K ﹤0.01%
125
443
$15K ﹤0.01%
5,000
444
$15K ﹤0.01%
80
445
– –
0
446
$14K ﹤0.01%
866
447
$14K ﹤0.01%
150
448
$14K ﹤0.01%
242
449
$14K ﹤0.01%
1,261
450
$14K ﹤0.01%
224
16 17
18
19 20