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
526
$31K ﹤0.01%
1,300
527
$31K ﹤0.01%
374
528
$30K ﹤0.01%
322
529
$30K ﹤0.01%
925
530
$30K ﹤0.01%
1,800
531
$29K ﹤0.01%
480
532
$29K ﹤0.01%
828
533
$28K ﹤0.01%
2,100
534
$28K ﹤0.01%
550
535
$28K ﹤0.01%
444
536
$27K ﹤0.01%
2,849
537
$27K ﹤0.01%
650
538
$27K ﹤0.01%
950
539
$27K ﹤0.01%
1,902
540
$27K ﹤0.01%
1,850
541
$26K ﹤0.01%
387
542
$26K ﹤0.01%
925
543
$26K ﹤0.01%
1,175
544
$26K ﹤0.01%
54
545
$26K ﹤0.01%
4,500
546
$26K ﹤0.01%
1,056
547
$25K ﹤0.01%
467
548
$25K ﹤0.01%
850
549
$25K ﹤0.01%
922
550
$25K ﹤0.01%
810
20 21
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