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
501
$19.1K ﹤0.01%
+200
502
$18.8K ﹤0.01%
436
+32
503
$18.7K ﹤0.01%
77
504
$18.4K ﹤0.01%
112
505
$18.3K ﹤0.01%
1,075
506
$17.7K ﹤0.01%
329
+15
507
$17.5K ﹤0.01%
395
+10
508
$17.4K ﹤0.01%
24
+12
509
$17.3K ﹤0.01%
255
510
$17.3K ﹤0.01%
15
511
$17.1K ﹤0.01%
5,569
+2,228
512
$17K ﹤0.01%
513
513
$16.9K ﹤0.01%
747
+9
514
$16.6K ﹤0.01%
528
+147
515
$16.5K ﹤0.01%
300
516
$16.2K ﹤0.01%
291
517
$16.1K ﹤0.01%
+390
518
$15.8K ﹤0.01%
81
+1
519
$15.7K ﹤0.01%
228
520
$15.6K ﹤0.01%
421
-18,867
521
$15.6K ﹤0.01%
193
-17
522
$14.9K ﹤0.01%
258
-42
523
$14.6K ﹤0.01%
162
+48
524
$14.5K ﹤0.01%
+500
525
$14.5K ﹤0.01%
154
-24
19 20
21
22 23