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
$770M
AUM Growth
-$5.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
687
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$3.45M
3
+$2.03M
4
TSLA icon
Tesla
TSLA
+$1.26M
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$835K

Top Sells

1
+$6.21M
2
+$3.18M
3
+$1.87M
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$684K
5
JLL icon
Jones Lang LaSalle
JLL
+$478K

Sector Composition

1 Industrials 33.29%
2 Technology 6.58%
3 Healthcare 4.47%
4 Financials 2.93%
5 Consumer Discretionary 2.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$18K ﹤0.01%
+500
452
$18K ﹤0.01%
+1,000
453
$18K ﹤0.01%
804
454
$18K ﹤0.01%
322
455
$18K ﹤0.01%
189
456
$17K ﹤0.01%
422
457
$17K ﹤0.01%
1,261
458
$17K ﹤0.01%
1,434
459
$17K ﹤0.01%
291
460
$16K ﹤0.01%
44
461
$16K ﹤0.01%
67
462
$15K ﹤0.01%
+114
463
$15K ﹤0.01%
658
464
$14K ﹤0.01%
+10
465
$14K ﹤0.01%
+2,700
466
$14K ﹤0.01%
150
467
$14K ﹤0.01%
+1,000
468
$14K ﹤0.01%
+400
469
$14K ﹤0.01%
193
470
$13K ﹤0.01%
+400
471
$13K ﹤0.01%
549
472
$13K ﹤0.01%
392
473
$13K ﹤0.01%
467
474
$13K ﹤0.01%
594
475
$13K ﹤0.01%
266
17 18
19
20 21