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
$699M
AUM Growth
+$40.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
543
New
Increased
Reduced
Closed

Top Buys

1
+$350K
2
+$343K
3
+$237K
4
KO icon
Coca-Cola
KO
+$209K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$208K

Top Sells

1
+$7.52M
2
+$2.11M
3
+$824K
4
VB icon
Vanguard Small-Cap ETF
VB
+$541K
5
NEE icon
NextEra Energy
NEE
+$352K

Sector Composition

1 Industrials 42.48%
2 Technology 5.34%
3 Healthcare 4.79%
4 Financials 3.28%
5 Consumer Discretionary 1.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$14K ﹤0.01%
921
452
$14K ﹤0.01%
400
453
$14K ﹤0.01%
212
454
$14K ﹤0.01%
313
455
$13K ﹤0.01%
342
456
$12K ﹤0.01%
291
-3
457
$12K ﹤0.01%
228
458
$12K ﹤0.01%
384
459
$12K ﹤0.01%
422
460
– –
0
461
$12K ﹤0.01%
244
462
$11K ﹤0.01%
200
463
$11K ﹤0.01%
467
464
$11K ﹤0.01%
182
465
$11K ﹤0.01%
3,494
466
$11K ﹤0.01%
+294
467
$11K ﹤0.01%
661
468
$11K ﹤0.01%
151
469
$11K ﹤0.01%
180
470
$11K ﹤0.01%
77
471
$10K ﹤0.01%
98
472
$10K ﹤0.01%
376
473
$10K ﹤0.01%
141
474
– –
0
475
$10K ﹤0.01%
1,990
17 18
19
20 21