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
$699M
AUM Growth
+$40.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
543
New
Increased
Reduced
Closed

Top Buys

1
+$350K
2
+$343K
3
+$237K
4
KO icon
Coca-Cola
KO
+$209K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$208K

Top Sells

1
+$7.52M
2
+$2.11M
3
+$824K
4
VB icon
Vanguard Small-Cap ETF
VB
+$541K
5
NEE icon
NextEra Energy
NEE
+$352K

Sector Composition

1 Industrials 42.48%
2 Technology 5.34%
3 Healthcare 4.79%
4 Financials 3.28%
5 Consumer Discretionary 1.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$4K ﹤0.01%
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503
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504
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505
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506
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507
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509
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510
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45
512
$2K ﹤0.01%
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513
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514
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+118
515
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51
516
– –
0
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518
$2K ﹤0.01%
54
519
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520
$2K ﹤0.01%
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521
$1K ﹤0.01%
17
522
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50
523
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524
$1K ﹤0.01%
15
525
$1K ﹤0.01%
8
18 19 20
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