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
$656M
AUM Growth
-$43.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
540
New
Increased
Reduced
Closed

Top Buys

1 +$6.85M
2 +$1.97M
3 +$518K
4
FRTA
Forterra, Inc
FRTA
+$311K
5
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$205K

Top Sells

1 +$2.29M
2 +$870K
3 +$853K
4
AET
Aetna Inc
AET
+$613K
5
TJX icon
TJX Companies
TJX
+$535K

Sector Composition

1 Industrials 42.24%
2 Technology 4.96%
3 Healthcare 4.62%
4 Financials 3.2%
5 Utilities 1.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
426
$18K ﹤0.01%
921
427
$18K ﹤0.01%
175
428
$17K ﹤0.01%
+350
429
$17K ﹤0.01%
44
430
$16K ﹤0.01%
392
431
$16K ﹤0.01%
1,261
432
$16K ﹤0.01%
422
433
$15K ﹤0.01%
866
434
$15K ﹤0.01%
250
435
$15K ﹤0.01%
212
436
$14K ﹤0.01%
313
437
0
438
$14K ﹤0.01%
150
439
$14K ﹤0.01%
182
440
$14K ﹤0.01%
125
441
$14K ﹤0.01%
1,261
442
$14K ﹤0.01%
224
443
$14K ﹤0.01%
5,000
444
$14K ﹤0.01%
1,319
445
$14K ﹤0.01%
80
446
$13K ﹤0.01%
287
-4
447
$13K ﹤0.01%
658
448
$13K ﹤0.01%
342
449
$13K ﹤0.01%
400
450
$12K ﹤0.01%
242