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
$770M
AUM Growth
-$5.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
687
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$3.45M
3
+$2.03M
4
TSLA icon
Tesla
TSLA
+$1.26M
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$835K

Top Sells

1
+$6.21M
2
+$3.18M
3
+$1.87M
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$684K
5
JLL icon
Jones Lang LaSalle
JLL
+$478K

Sector Composition

1 Industrials 33.29%
2 Technology 6.58%
3 Healthcare 4.47%
4 Financials 2.93%
5 Consumer Discretionary 2.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$4K ﹤0.01%
150
527
$3K ﹤0.01%
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528
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53
529
$3K ﹤0.01%
50
530
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136
531
$2K ﹤0.01%
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532
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533
$2K ﹤0.01%
+44
534
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56
535
$2K ﹤0.01%
+461
536
$2K ﹤0.01%
80
537
$2K ﹤0.01%
51
538
$2K ﹤0.01%
+43
539
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33
+10
540
$2K ﹤0.01%
54
541
$2K ﹤0.01%
71
542
$1K ﹤0.01%
17
543
$1K ﹤0.01%
50
544
$1K ﹤0.01%
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545
$1K ﹤0.01%
+42
546
$1K ﹤0.01%
15
547
$1K ﹤0.01%
116
548
$1K ﹤0.01%
46
549
$1K ﹤0.01%
49
550
$1K ﹤0.01%
1,319
20 21
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