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
$746M
AUM Growth
-$18.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,197
New
Increased
Reduced
Closed

Top Buys

1
+$4.1M
2
+$2.18M
3
+$2.1M
4
OTIS icon
Otis Worldwide
OTIS
+$1.88M
5
IVOO icon
Vanguard S&P Mid-Cap 400 ETF
IVOO
+$1.72M

Top Sells

1
+$21M
2
+$4.26M
3
+$3.18M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$2.14M
5
DSI icon
iShares MSCI KLD 400 Social ETF
DSI
+$1.95M

Sector Composition

1 Industrials 18.59%
2 Technology 12.31%
3 Financials 6.87%
4 Healthcare 5.94%
5 Consumer Discretionary 5.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$31.1K ﹤0.01%
308
+219
452
$30.8K ﹤0.01%
57
+1
453
$30.3K ﹤0.01%
396
+3
454
$29.7K ﹤0.01%
409
+252
455
$29.6K ﹤0.01%
1,787
456
$29.5K ﹤0.01%
832
+581
457
$29.5K ﹤0.01%
+1,650
458
$29.4K ﹤0.01%
+441
459
$29.3K ﹤0.01%
607
-863
460
$28.4K ﹤0.01%
622
-522
461
$28.3K ﹤0.01%
1,697
+10
462
$28.1K ﹤0.01%
2,245
463
$28K ﹤0.01%
548
+4
464
$27.9K ﹤0.01%
79
+2
465
$27.4K ﹤0.01%
395
-450
466
$27.4K ﹤0.01%
+495
467
$27.2K ﹤0.01%
+1,054
468
$26.9K ﹤0.01%
887
+379
469
$26.9K ﹤0.01%
1,167
470
$26.7K ﹤0.01%
34
+1
471
$26.6K ﹤0.01%
2,038
-665
472
$25.7K ﹤0.01%
117
+2
473
$25.5K ﹤0.01%
+400
474
$25.4K ﹤0.01%
+400
475
$25.3K ﹤0.01%
700
17 18
19
20 21