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
$770M
AUM Growth
-$5.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
687
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$3.45M
3
+$2.03M
4
TSLA icon
Tesla
TSLA
+$1.26M
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$835K

Top Sells

1
+$6.21M
2
+$3.18M
3
+$1.87M
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$684K
5
JLL icon
Jones Lang LaSalle
JLL
+$478K

Sector Composition

1 Industrials 33.29%
2 Technology 6.58%
3 Healthcare 4.47%
4 Financials 2.93%
5 Consumer Discretionary 2.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$27K ﹤0.01%
619
427
$27K ﹤0.01%
200
428
$27K ﹤0.01%
533
429
$26K ﹤0.01%
+200
430
$26K ﹤0.01%
300
-19
431
$25K ﹤0.01%
302
432
$25K ﹤0.01%
250
433
$25K ﹤0.01%
925
434
$25K ﹤0.01%
2,088
435
$24K ﹤0.01%
300
-500
436
$23K ﹤0.01%
+351
437
$23K ﹤0.01%
+725
438
$23K ﹤0.01%
10,000
439
$22K ﹤0.01%
1,242
440
$22K ﹤0.01%
1,320
441
$21K ﹤0.01%
+406
442
$21K ﹤0.01%
446
443
$20K ﹤0.01%
3,678
444
$20K ﹤0.01%
+245
445
$20K ﹤0.01%
250
446
$20K ﹤0.01%
+15
447
$19K ﹤0.01%
657
448
$19K ﹤0.01%
277
449
$19K ﹤0.01%
1,395
450
$18K ﹤0.01%
741
16 17
18
19 20