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
476
$13K ﹤0.01%
422
477
$13K ﹤0.01%
400
478
$12K ﹤0.01%
200
479
$12K ﹤0.01%
228
480
$12K ﹤0.01%
1,261
481
$11K ﹤0.01%
112
-609
482
$11K ﹤0.01%
921
483
$11K ﹤0.01%
28
484
$10K ﹤0.01%
229
485
$10K ﹤0.01%
400
+100
486
$10K ﹤0.01%
54
487
$9K ﹤0.01%
180
488
$9K ﹤0.01%
52
-100
489
$9K ﹤0.01%
98
490
$9K ﹤0.01%
132
491
$9K ﹤0.01%
433
492
$9K ﹤0.01%
141
493
$9K ﹤0.01%
107
494
$9K ﹤0.01%
244
495
$8K ﹤0.01%
242
496
$8K ﹤0.01%
376
497
$8K ﹤0.01%
24
498
$8K ﹤0.01%
140
-905
499
$8K ﹤0.01%
151
500
$8K ﹤0.01%
5,000
18 19
20
21 22