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
$656M
AUM Growth
-$43.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
540
New
Increased
Reduced
Closed

Top Buys

1
+$6.85M
2
+$1.97M
3
+$518K
4
FRTA
Forterra, Inc
FRTA
+$311K
5
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$205K

Top Sells

1
+$2.29M
2
+$870K
3
+$853K
4
AET
Aetna Inc
AET
+$613K
5
TJX icon
TJX Companies
TJX
+$535K

Sector Composition

1 Industrials 42.24%
2 Technology 4.96%
3 Healthcare 4.62%
4 Financials 3.2%
5 Utilities 1.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
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-1,000
527
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-19,700
528
$0 ﹤0.01%
13
529
$0 ﹤0.01%
12
530
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-1,449
531
– –
-2,144
532
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-3,021
533
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-899
534
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-173,306
535
– –
-1,755
536
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-1,056
537
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-432
538
– –
-7
539
– –
-819
540
$0 ﹤0.01%
898
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