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
$708M
AUM Growth
+$111M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
680
New
Increased
Reduced
Closed

Top Buys

1
+$21.3M
2
+$15.4M
3
+$9.57M
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$9.41M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$7.75M

Top Sells

1
+$19.5M
2
+$2.05M
3
+$1.51M
4
SPG icon
Simon Property Group
SPG
+$796K
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$736K

Sector Composition

1 Industrials 38.08%
2 Healthcare 3.51%
3 Financials 2.81%
4 Technology 2.56%
5 Consumer Staples 1.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$37K 0.01%
1,294
502
$36K 0.01%
766
503
$36K 0.01%
1,100
504
$35K ﹤0.01%
277
505
$35K ﹤0.01%
665
506
$34K ﹤0.01%
1,200
507
$34K ﹤0.01%
500
508
$34K ﹤0.01%
686
509
$34K ﹤0.01%
1,000
-6,535
510
$33K ﹤0.01%
1,531
511
$33K ﹤0.01%
505
512
$33K ﹤0.01%
1,100
513
$33K ﹤0.01%
1,900
514
$32K ﹤0.01%
1,009
515
$32K ﹤0.01%
128
516
$32K ﹤0.01%
1,511
517
$32K ﹤0.01%
925
518
$31K ﹤0.01%
1,100
519
$31K ﹤0.01%
800
520
$31K ﹤0.01%
2,900
521
$31K ﹤0.01%
1,234
522
$31K ﹤0.01%
950
523
$31K ﹤0.01%
+401
524
$31K ﹤0.01%
582
525
$31K ﹤0.01%
1,242
19 20
21
22 23