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
$671M
AUM Growth
+$26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
519
New
Increased
Reduced
Closed

Top Buys

1
+$4.55M
2
+$2.37M
3
+$1.34M
4
BAC icon
Bank of America
BAC
+$735K
5
CAT icon
Caterpillar
CAT
+$717K

Top Sells

1
+$6.02M
2
+$1.68M
3
+$749K
4
INTU icon
Intuit
INTU
+$628K
5
BCR
CR Bard Inc.
BCR
+$473K

Sector Composition

1 Industrials 46.27%
2 Healthcare 3.42%
3 Technology 3.34%
4 Financials 2.94%
5 Utilities 1.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.37M 0.35%
+15,220
27
$2.24M 0.33%
80,100
28
$2.1M 0.31%
45,818
+7,620
29
$2.1M 0.31%
42,752
+6,332
30
$2.1M 0.31%
11,063
-316
31
$2.09M 0.31%
38,948
+1,153
32
$1.95M 0.29%
13,100
33
$1.94M 0.29%
14,434
-1,800
34
$1.72M 0.26%
26,908
-1,125
35
$1.68M 0.25%
43,940
-880
36
$1.66M 0.25%
17,763
+170
37
$1.65M 0.25%
43,360
38
$1.63M 0.24%
5,538
+67
39
$1.6M 0.24%
19,260
-49
40
$1.59M 0.24%
7,205
-550
41
$1.57M 0.23%
34,029
+9,177
42
$1.57M 0.23%
67,775
43
$1.52M 0.23%
18,215
+153
44
$1.46M 0.22%
13,628
+5,570
45
$1.44M 0.21%
7,585
46
$1.4M 0.21%
9,746
+559
47
$1.34M 0.2%
14,622
-558
48
$1.3M 0.19%
15,236
+718
49
$1.29M 0.19%
6,568
+119
50
$1.24M 0.18%
9,941
-265
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2
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