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
$631M
AUM Growth
-$26.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
521
New
Increased
Reduced
Closed

Top Buys

1
+$885K
2
+$638K
3
+$432K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$375K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$310K

Top Sells

1
+$15.2M
2
+$5.75M
3
+$1.62M
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$1M
5
CLC
Clarcor
CLC
+$902K

Sector Composition

1 Industrials 45.59%
2 Healthcare 3.3%
3 Technology 2.89%
4 Financials 2.38%
5 Utilities 1.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.17M 0.34%
51,180
-360
27
$2.12M 0.34%
18,604
28
$2.1M 0.33%
14,671
-106
29
$1.9M 0.3%
80,100
30
$1.77M 0.28%
12,050
31
$1.77M 0.28%
13,469
32
$1.67M 0.26%
39,398
-1,674
33
$1.64M 0.26%
39,420
-480
34
$1.58M 0.25%
17,601
+3
35
$1.58M 0.25%
36,420
36
$1.57M 0.25%
27,422
+1,525
37
$1.53M 0.24%
67,775
38
$1.51M 0.24%
46,056
-23,560
39
$1.5M 0.24%
43,835
40
$1.49M 0.24%
18,106
+83
41
$1.44M 0.23%
17,426
-3,144
42
$1.32M 0.21%
11,606
-180
43
$1.3M 0.21%
8,153
+1,674
44
$1.24M 0.2%
7,575
-124
45
$1.19M 0.19%
10,532
+55
46
$1.17M 0.19%
10,206
47
$1.17M 0.19%
7,625
-125
48
$1.17M 0.18%
7,000
49
$1.15M 0.18%
13,049
-491
50
$1.12M 0.18%
13,948
-260
1
2
3 4 5