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
$699M
AUM Growth
+$40.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
543
New
Increased
Reduced
Closed

Top Buys

1
+$350K
2
+$343K
3
+$237K
4
KO icon
Coca-Cola
KO
+$209K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$208K

Top Sells

1
+$7.52M
2
+$2.11M
3
+$824K
4
VB icon
Vanguard Small-Cap ETF
VB
+$541K
5
NEE icon
NextEra Energy
NEE
+$352K

Sector Composition

1 Industrials 42.48%
2 Technology 5.34%
3 Healthcare 4.79%
4 Financials 3.28%
5 Consumer Discretionary 1.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.69M 0.38%
23,824
-48
27
$2.64M 0.38%
23,119
-718
28
$2.56M 0.37%
30,122
-576
29
$2.52M 0.36%
48,816
30
$2.47M 0.35%
46,882
31
$2.44M 0.35%
11,764
+75
32
$2.3M 0.33%
13,057
-308
33
$2.28M 0.33%
49,288
+4,520
34
$2.23M 0.32%
22,220
35
$2.21M 0.32%
80,100
36
$2.14M 0.31%
5,744
37
$2.12M 0.3%
13,100
38
$1.91M 0.27%
12,223
-493
39
$1.87M 0.27%
39,612
40
$1.87M 0.27%
44,767
41
$1.86M 0.27%
25,763
-2,000
42
$1.7M 0.24%
42,315
43
$1.66M 0.24%
31,080
44
$1.58M 0.23%
14,029
45
$1.57M 0.23%
6,450
46
$1.55M 0.22%
34,964
47
$1.53M 0.22%
19,782
48
$1.5M 0.21%
67,775
49
$1.46M 0.21%
15,425
50
$1.45M 0.21%
8,691
-161
1
2
3 4 5