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
$583M
AUM Growth
+$44.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,017
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$7.02M
3
+$2.5M
4
INTC icon
Intel
INTC
+$1.71M
5
XOM icon
Exxon Mobil
XOM
+$1.69M

Top Sells

1
+$3.02M
2
+$2.8M
3
+$2.64M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$1.43M
5
COP icon
ConocoPhillips
COP
+$868K

Sector Composition

1 Industrials 46.73%
2 Technology 5.52%
3 Healthcare 5.32%
4 Financials 3.86%
5 Energy 3.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.54M 0.44%
121,525
+119,622
27
$2.48M 0.43%
31,693
+3,602
28
$2.4M 0.41%
72,217
+19,693
29
$2.28M 0.39%
50,174
-649
30
$2.24M 0.39%
25,388
+12,288
31
$2.21M 0.38%
58,382
-1,045
32
$2.21M 0.38%
19,314
-230
33
$2.17M 0.37%
17,880
-161
34
$2.07M 0.36%
26,068
-169
35
$2.05M 0.35%
30,438
-136
36
$1.99M 0.34%
114,013
37
$1.99M 0.34%
18,660
+980
38
$1.92M 0.33%
19,691
-64
39
$1.71M 0.29%
67,775
40
$1.6M 0.27%
70,716
-132
41
$1.55M 0.27%
26,863
-619
42
$1.47M 0.25%
17,691
43
$1.46M 0.25%
62,388
+28,609
44
$1.44M 0.25%
58,578
-126
45
$1.39M 0.24%
36,369
+5,630
46
$1.38M 0.24%
23,332
+26
47
$1.37M 0.24%
15,856
-347
48
$1.37M 0.23%
38,141
+34,335
49
$1.29M 0.22%
39,049
+34,120
50
$1.28M 0.22%
36,012
-143
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2
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