MCM

Manchester Capital Management Portfolio holdings

AUM $735M
1-Year Est. Return 20.06%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$583M
AUM Growth
+$44.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,017
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$7.14M
3
+$2.47M
4
XOM icon
Exxon Mobil
XOM
+$1.77M
5
INTC icon
Intel
INTC
+$1.72M

Top Sells

1
+$3.02M
2
+$2.73M
3
+$2.54M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$1.39M
5
COP icon
ConocoPhillips
COP
+$834K

Sector Composition

1 Industrials 46.74%
2 Technology 5.52%
3 Healthcare 5.32%
4 Financials 3.86%
5 Energy 3.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$66K 0.01%
800
527
$66K 0.01%
4,495
-200
528
$65K 0.01%
500
-412
529
$65K 0.01%
791
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530
$65K 0.01%
1,175
531
$65K 0.01%
1,050
532
$65K 0.01%
965
533
$64K 0.01%
1,650
534
$64K 0.01%
1,490
535
$63K 0.01%
1,377
536
$63K 0.01%
1,464
537
$63K 0.01%
1,250
538
$63K 0.01%
1,850
539
$62K 0.01%
1,516
+65
540
$62K 0.01%
5,799
541
$62K 0.01%
1,446
542
$62K 0.01%
1,548
543
$62K 0.01%
3,217
544
$62K 0.01%
2,526
545
$62K 0.01%
1,516
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546
$62K 0.01%
1,100
547
$61K 0.01%
2,900
548
$61K 0.01%
1,477
-258
549
$61K 0.01%
698
550
$61K 0.01%
940
20 21
22
23 24