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
$658M
AUM Growth
+$31.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
628
New
Increased
Reduced
Closed

Top Buys

1
+$2.31M
2
+$1.1M
3
+$1.04M
4
ABBV icon
AbbVie
ABBV
+$884K
5
XOM icon
Exxon Mobil
XOM
+$849K

Top Sells

1
+$1.25M
2
+$801K
3
+$793K
4
VTV icon
Vanguard Value ETF
VTV
+$429K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$338K

Sector Composition

1 Industrials 42.07%
2 Technology 4.97%
3 Healthcare 4.63%
4 Financials 3.29%
5 Utilities 1.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.54M 0.39%
30,698
+10,259
27
$2.49M 0.38%
23,872
+6,234
28
$2.44M 0.37%
46,882
29
$2.35M 0.36%
23,837
+8,227
30
$2.28M 0.35%
11,689
+478
31
$2.2M 0.33%
13,365
+6,718
32
$2.15M 0.33%
48,816
+23,601
33
$2.13M 0.32%
80,100
34
$1.99M 0.3%
13,100
35
$1.97M 0.3%
39,612
+1,630
36
$1.96M 0.3%
44,768
-441
37
$1.93M 0.29%
5,744
+200
38
$1.89M 0.29%
22,220
+1,340
39
$1.83M 0.28%
12,716
-1,293
40
$1.67M 0.25%
14,029
41
$1.65M 0.25%
42,315
-525
42
$1.57M 0.24%
31,080
43
$1.56M 0.24%
27,763
+1,000
44
$1.54M 0.23%
44,767
+13,854
45
$1.53M 0.23%
67,775
46
$1.43M 0.22%
10,779
+1,498
47
$1.43M 0.22%
15,425
+9,543
48
$1.42M 0.22%
34,964
-5,116
49
$1.42M 0.22%
15,086
-41
50
$1.4M 0.21%
19,782
+7,541
1
2
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