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
$658M
AUM Growth
+$31.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
628
New
Increased
Reduced
Closed

Top Buys

1
+$2.31M
2
+$1.1M
3
+$1.04M
4
ABBV icon
AbbVie
ABBV
+$884K
5
XOM icon
Exxon Mobil
XOM
+$849K

Top Sells

1
+$1.25M
2
+$801K
3
+$793K
4
VTV icon
Vanguard Value ETF
VTV
+$429K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$338K

Sector Composition

1 Industrials 42.07%
2 Technology 4.97%
3 Healthcare 4.63%
4 Financials 3.29%
5 Utilities 1.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$6K ﹤0.01%
557
502
$5K ﹤0.01%
101
-11
503
$5K ﹤0.01%
100
504
$5K ﹤0.01%
500
505
$4K ﹤0.01%
500
506
$4K ﹤0.01%
53
507
$4K ﹤0.01%
335
508
$3K ﹤0.01%
145
509
$3K ﹤0.01%
36
-16
510
$3K ﹤0.01%
24
-76
511
$3K ﹤0.01%
32
512
$3K ﹤0.01%
50
513
$3K ﹤0.01%
80
-2
514
$3K ﹤0.01%
+136
515
$3K ﹤0.01%
116
516
$3K ﹤0.01%
24
517
$3K ﹤0.01%
45
518
$2K ﹤0.01%
54
519
$2K ﹤0.01%
49
520
$2K ﹤0.01%
53
521
$2K ﹤0.01%
341
522
$2K ﹤0.01%
51
-50
523
– –
0
524
$2K ﹤0.01%
150
525
$1K ﹤0.01%
17
19 20
21
22 23