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
476
$25.3K ﹤0.01%
555
+147
477
$25.3K ﹤0.01%
68,530
+34,265
478
$24.7K ﹤0.01%
146
479
$24.7K ﹤0.01%
230
+130
480
$24.5K ﹤0.01%
356
481
$24.3K ﹤0.01%
419
482
$24.3K ﹤0.01%
775
483
$24.1K ﹤0.01%
1,604
+1,487
484
$24K ﹤0.01%
1,000
+600
485
$24K ﹤0.01%
51
+1
486
$23.8K ﹤0.01%
13,548
487
$22.7K ﹤0.01%
443
488
$22.6K ﹤0.01%
1,805
-12
489
$22.6K ﹤0.01%
529
+383
490
$22K ﹤0.01%
272
491
$22K ﹤0.01%
131
-203
492
$21.5K ﹤0.01%
200
493
$21.5K ﹤0.01%
523
494
$21.2K ﹤0.01%
+500
495
$21.2K ﹤0.01%
311
+251
496
$20.8K ﹤0.01%
59
+5
497
$20.6K ﹤0.01%
1,261
498
$19.8K ﹤0.01%
+499
499
$19.7K ﹤0.01%
2,565
500
$19.5K ﹤0.01%
+625
18 19
20
21 22