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
$746M
AUM Growth
-$18.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,197
New
Increased
Reduced
Closed

Top Buys

1
+$4.1M
2
+$2.18M
3
+$2.1M
4
OTIS icon
Otis Worldwide
OTIS
+$1.88M
5
IVOO icon
Vanguard S&P Mid-Cap 400 ETF
IVOO
+$1.72M

Top Sells

1
+$21M
2
+$4.26M
3
+$3.18M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$2.14M
5
DSI icon
iShares MSCI KLD 400 Social ETF
DSI
+$1.95M

Sector Composition

1 Industrials 18.59%
2 Technology 12.31%
3 Financials 6.87%
4 Healthcare 5.94%
5 Consumer Discretionary 5.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.73M 0.63%
20,575
-900
27
$4.53M 0.61%
21,854
28
$4.37M 0.59%
26,442
29
$4.1M 0.55%
34,394
+1,008
30
$3.91M 0.52%
17,731
+102
31
$3.88M 0.52%
22,325
-108
32
$3.82M 0.51%
12,312
+3
33
$3.8M 0.51%
119,888
34
$3.71M 0.5%
8,399
-295
35
$3.46M 0.46%
22,771
+98
36
$3.27M 0.44%
77,400
-1,240
37
$3.24M 0.43%
12,373
+293
38
$3.16M 0.42%
35,732
+19,478
39
$3.01M 0.4%
12,281
-1,919
40
$2.76M 0.37%
23,208
+59
41
$2.74M 0.37%
36,888
+977
42
$2.73M 0.37%
20,274
-3,166
43
$2.61M 0.35%
5,424
+238
44
$2.59M 0.35%
14,520
-225
45
$2.57M 0.34%
12,493
-20
46
$2.46M 0.33%
21,824
+12,511
47
$2.42M 0.32%
13,055
+109
48
$2.3M 0.31%
46,315
+42,223
49
$2.24M 0.3%
9,202
50
$2.24M 0.3%
20,549
-5,869
1
2
3 4 5