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
476
0
477
$9K ﹤0.01%
2,064
478
$9K ﹤0.01%
56
479
$9K ﹤0.01%
132
480
$9K ﹤0.01%
150
481
$9K ﹤0.01%
1,319
482
$8K ﹤0.01%
113
483
$8K ﹤0.01%
200
484
$8K ﹤0.01%
24
485
$8K ﹤0.01%
214
486
$8K ﹤0.01%
80
487
$8K ﹤0.01%
137
488
$7K ﹤0.01%
165
489
$7K ﹤0.01%
392
490
$7K ﹤0.01%
+397
491
$7K ﹤0.01%
300
492
$7K ﹤0.01%
429
493
$7K ﹤0.01%
557
494
$6K ﹤0.01%
68
495
$6K ﹤0.01%
102
+1
496
$5K ﹤0.01%
100
497
$5K ﹤0.01%
500
498
$5K ﹤0.01%
181
-2,473
499
$4K ﹤0.01%
101
500
$4K ﹤0.01%
53