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
$746M
AUM Growth
-$18.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,197
New
Increased
Reduced
Closed

Top Buys

1
+$4.1M
2
+$2.18M
3
+$2.1M
4
OTIS icon
Otis Worldwide
OTIS
+$1.88M
5
IVOO icon
Vanguard S&P Mid-Cap 400 ETF
IVOO
+$1.72M

Top Sells

1
+$21M
2
+$4.26M
3
+$3.18M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$2.14M
5
DSI icon
iShares MSCI KLD 400 Social ETF
DSI
+$1.95M

Sector Composition

1 Industrials 18.59%
2 Technology 12.31%
3 Financials 6.87%
4 Healthcare 5.94%
5 Consumer Discretionary 5.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$44K 0.01%
274
+41
427
$43.2K 0.01%
1,300
428
$43.1K 0.01%
81
-103
429
$42.5K 0.01%
665
+3
430
$42.4K 0.01%
619
431
$41.9K 0.01%
238
+6
432
$41.7K 0.01%
+500
433
$39.5K 0.01%
55
+13
434
$39K 0.01%
376
435
$38.6K 0.01%
2,241
436
$38.3K 0.01%
300
+12
437
$38.2K 0.01%
168
-2
438
$38K 0.01%
875
-472
439
$38K 0.01%
466
440
$37.9K 0.01%
414
441
$36.6K ﹤0.01%
400
+342
442
$36.1K ﹤0.01%
1,018
-1,384
443
$35.6K ﹤0.01%
631
444
$35.4K ﹤0.01%
1,050
-10,005
445
$35.3K ﹤0.01%
1,723
446
$35.2K ﹤0.01%
+854
447
$35.2K ﹤0.01%
1,188
448
$34.9K ﹤0.01%
4,184
449
$34.2K ﹤0.01%
856
+45
450
$32.9K ﹤0.01%
4,000
16 17
18
19 20