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
476
$8K ﹤0.01%
300
477
$8K ﹤0.01%
80
478
$8K ﹤0.01%
429
479
$7K ﹤0.01%
113
480
$7K ﹤0.01%
165
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$7K ﹤0.01%
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101
-1
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$6K ﹤0.01%
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392
487
$6K ﹤0.01%
557
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$5K ﹤0.01%
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100
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+500
491
$4K ﹤0.01%
500
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$4K ﹤0.01%
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$4K ﹤0.01%
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$3K ﹤0.01%
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$3K ﹤0.01%
36
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$3K ﹤0.01%
24
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$3K ﹤0.01%
50
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80
500
$3K ﹤0.01%
136