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
476
$11K ﹤0.01%
+661
477
$11K ﹤0.01%
151
478
$10K ﹤0.01%
+2,064
479
$10K ﹤0.01%
56
480
$10K ﹤0.01%
+66
481
– –
0
482
$10K ﹤0.01%
+1,990
483
– –
0
484
$10K ﹤0.01%
150
485
$9K ﹤0.01%
200
-5,930
486
$9K ﹤0.01%
200
-190
487
$9K ﹤0.01%
141
488
$9K ﹤0.01%
137
489
$9K ﹤0.01%
77
490
$8K ﹤0.01%
300
491
$8K ﹤0.01%
+80
492
$8K ﹤0.01%
+429
493
$7K ﹤0.01%
113
-8
494
$7K ﹤0.01%
165
-9
495
$7K ﹤0.01%
132
496
$7K ﹤0.01%
101
497
$7K ﹤0.01%
214
498
$6K ﹤0.01%
68
499
$6K ﹤0.01%
24
-6
500
$6K ﹤0.01%
392
18 19
20
21 22