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
$770M
AUM Growth
-$5.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
687
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$3.45M
3
+$2.03M
4
TSLA icon
Tesla
TSLA
+$1.26M
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$835K

Top Sells

1
+$6.21M
2
+$3.18M
3
+$1.87M
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$684K
5
JLL icon
Jones Lang LaSalle
JLL
+$478K

Sector Composition

1 Industrials 33.29%
2 Technology 6.58%
3 Healthcare 4.47%
4 Financials 2.93%
5 Consumer Discretionary 2.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.99M 0.51%
30,569
-290
27
$3.74M 0.48%
23,744
+490
28
$3.57M 0.46%
44,667
-925
29
$3.55M 0.46%
25,502
-2,055
30
$3.45M 0.44%
+19,219
31
$3.45M 0.44%
27,087
+735
32
$3.36M 0.43%
62,040
-100
33
$3.36M 0.43%
91,136
-85
34
$3.07M 0.39%
56,860
+1,000
35
$2.95M 0.38%
14,174
-200
36
$2.92M 0.37%
26,124
-70
37
$2.81M 0.36%
49,316
+500
38
$2.46M 0.32%
51,444
+6,000
39
$2.37M 0.3%
39,679
40
$2.29M 0.29%
45,051
-265
41
$2.26M 0.29%
29,547
-5,124
42
$2.24M 0.29%
17,447
43
$2.21M 0.28%
80,100
44
$2.11M 0.27%
10,151
+57
45
$2.06M 0.26%
39,289
+38,666
46
$1.98M 0.25%
13,661
-829
47
$1.96M 0.25%
25,763
-669
48
$1.95M 0.25%
24,916
-200
49
$1.92M 0.25%
17,481
-1,686
50
$1.9M 0.24%
46,294
-1,054
1
2
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