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
$656M
AUM Growth
-$43.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
540
New
Increased
Reduced
Closed

Top Buys

1
+$6.85M
2
+$1.97M
3
+$518K
4
FRTA
Forterra, Inc
FRTA
+$311K
5
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$205K

Top Sells

1
+$2.29M
2
+$870K
3
+$853K
4
AET
Aetna Inc
AET
+$613K
5
TJX icon
TJX Companies
TJX
+$535K

Sector Composition

1 Industrials 42.24%
2 Technology 4.96%
3 Healthcare 4.62%
4 Financials 3.2%
5 Utilities 1.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$12K ﹤0.01%
+100
452
$12K ﹤0.01%
3,494
453
$12K ﹤0.01%
228
454
$12K ﹤0.01%
1,104
-330
455
– –
0
456
$12K ﹤0.01%
244
457
$12K ﹤0.01%
180
458
$11K ﹤0.01%
+275
459
$11K ﹤0.01%
98
460
$11K ﹤0.01%
376
461
$11K ﹤0.01%
384
462
$11K ﹤0.01%
661
463
$11K ﹤0.01%
151
464
$10K ﹤0.01%
2,064
465
$10K ﹤0.01%
56
466
$10K ﹤0.01%
66
467
– –
0
468
$10K ﹤0.01%
1,990
469
– –
0
470
$10K ﹤0.01%
150
471
$9K ﹤0.01%
200
472
$9K ﹤0.01%
200
473
$9K ﹤0.01%
141
474
$9K ﹤0.01%
137
475
$9K ﹤0.01%
77
17 18
19
20 21