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
$631M
AUM Growth
-$26.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
521
New
Increased
Reduced
Closed

Top Buys

1
+$885K
2
+$638K
3
+$432K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$375K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$310K

Top Sells

1
+$15.2M
2
+$5.75M
3
+$1.62M
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$1M
5
CLC
Clarcor
CLC
+$902K

Sector Composition

1 Industrials 45.59%
2 Healthcare 3.3%
3 Technology 2.89%
4 Financials 2.38%
5 Utilities 1.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$7K ﹤0.01%
132
452
$7K ﹤0.01%
392
453
$7K ﹤0.01%
750
454
$7K ﹤0.01%
300
455
$7K ﹤0.01%
150
456
$7K ﹤0.01%
477
+100
457
$7K ﹤0.01%
1,000
458
$6K ﹤0.01%
113
459
$6K ﹤0.01%
52
460
$6K ﹤0.01%
+600
461
$6K ﹤0.01%
236
462
$6K ﹤0.01%
289
463
$5K ﹤0.01%
100
464
$5K ﹤0.01%
100
465
$5K ﹤0.01%
68
466
$5K ﹤0.01%
100
467
$5K ﹤0.01%
100
468
$5K ﹤0.01%
+204
469
$5K ﹤0.01%
111
470
$4K ﹤0.01%
141
471
$4K ﹤0.01%
500
472
$4K ﹤0.01%
+560
473
$4K ﹤0.01%
116
474
$4K ﹤0.01%
45
475
$3K ﹤0.01%
201
17 18
19
20 21