MCM

Manchester Capital Management Portfolio holdings

AUM $737M
1-Year Est. Return 17.4%
This Quarter Est. Return
1 Year Est. Return
+17.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$671M
AUM Growth
+$26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
519
New
Increased
Reduced
Closed

Top Buys

1
+$4.55M
2
+$2.37M
3
+$1.34M
4
BAC icon
Bank of America
BAC
+$735K
5
CAT icon
Caterpillar
CAT
+$717K

Top Sells

1
+$6.02M
2
+$1.68M
3
+$749K
4
INTU icon
Intuit
INTU
+$628K
5
BCR
CR Bard Inc.
BCR
+$473K

Sector Composition

1 Industrials 46.27%
2 Healthcare 3.42%
3 Technology 3.34%
4 Financials 2.94%
5 Utilities 1.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$7K ﹤0.01%
132
452
$7K ﹤0.01%
68
453
$7K ﹤0.01%
200
-230
454
$7K ﹤0.01%
557
455
$6K ﹤0.01%
144
+3
456
$6K ﹤0.01%
392
457
$5K ﹤0.01%
100
458
$5K ﹤0.01%
+167
459
$5K ﹤0.01%
101
460
$5K ﹤0.01%
335
+131
461
$5K ﹤0.01%
289
462
$4K ﹤0.01%
100
463
$4K ﹤0.01%
80
-800
464
$4K ﹤0.01%
500
465
$3K ﹤0.01%
500
466
$3K ﹤0.01%
53
467
$3K ﹤0.01%
36
468
$3K ﹤0.01%
24
469
$3K ﹤0.01%
53
470
$3K ﹤0.01%
341
471
$3K ﹤0.01%
32
472
$3K ﹤0.01%
50
473
$3K ﹤0.01%
49
474
$3K ﹤0.01%
+150
475
$3K ﹤0.01%
+200
17 18
19
20 21