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
$583M
AUM Growth
+$44.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,017
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$7.02M
3
+$2.5M
4
INTC icon
Intel
INTC
+$1.71M
5
XOM icon
Exxon Mobil
XOM
+$1.69M

Top Sells

1
+$3.02M
2
+$2.8M
3
+$2.64M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$1.43M
5
COP icon
ConocoPhillips
COP
+$868K

Sector Composition

1 Industrials 46.73%
2 Technology 5.52%
3 Healthcare 5.32%
4 Financials 3.86%
5 Energy 3.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$103K 0.02%
2,220
452
$102K 0.02%
1,700
453
$102K 0.02%
12,360
454
$102K 0.02%
1,000
455
$102K 0.02%
+2,042
456
$101K 0.02%
4,600
457
$100K 0.02%
3,549
458
$98K 0.02%
4,295
459
$98K 0.02%
2,125
460
$97K 0.02%
2,675
-154
461
$96K 0.02%
1,394
-320
462
$96K 0.02%
1,950
+300
463
$96K 0.02%
3,300
-750
464
$96K 0.02%
1,700
+165
465
$95K 0.02%
2,009
466
$94K 0.02%
965
467
$93K 0.02%
8,366
468
$92K 0.02%
2,297
469
$92K 0.02%
984
-58
470
$91K 0.02%
722
-325
471
$90K 0.02%
2,436
-289
472
$89K 0.02%
673
473
$89K 0.02%
2,125
474
$88K 0.02%
1,642
-90
475
$86K 0.01%
2,023
-1,725
17 18
19
20 21