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
$656M
AUM Growth
-$43.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
540
New
Increased
Reduced
Closed

Top Buys

1
+$6.85M
2
+$1.97M
3
+$518K
4
FRTA
Forterra, Inc
FRTA
+$311K
5
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$205K

Top Sells

1
+$2.29M
2
+$870K
3
+$853K
4
AET
Aetna Inc
AET
+$613K
5
TJX icon
TJX Companies
TJX
+$535K

Sector Composition

1 Industrials 42.24%
2 Technology 4.96%
3 Healthcare 4.62%
4 Financials 3.2%
5 Utilities 1.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.54M 0.39%
30,698
+576
27
$2.49M 0.38%
23,872
+48
28
$2.44M 0.37%
46,882
29
$2.35M 0.36%
23,837
+718
30
$2.28M 0.35%
11,689
-75
31
$2.2M 0.34%
13,365
+308
32
$2.15M 0.33%
48,816
33
$2.13M 0.32%
80,100
34
$1.99M 0.3%
13,100
35
$1.97M 0.3%
39,612
36
$1.96M 0.3%
44,768
-4,520
37
$1.93M 0.29%
5,744
38
$1.89M 0.29%
22,220
39
$1.83M 0.28%
12,716
+493
40
$1.67M 0.25%
14,029
41
$1.65M 0.25%
42,315
42
$1.57M 0.24%
31,080
43
$1.56M 0.24%
27,763
+2,000
44
$1.54M 0.24%
44,767
45
$1.53M 0.23%
67,775
46
$1.43M 0.22%
10,779
+94
47
$1.43M 0.22%
15,425
48
$1.42M 0.22%
34,964
49
$1.42M 0.22%
15,086
50
$1.4M 0.21%
19,782
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