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
526
$14.3K ﹤0.01%
100
527
$14.3K ﹤0.01%
+400
528
$14.2K ﹤0.01%
399
+154
529
$14K ﹤0.01%
+500
530
$14K ﹤0.01%
95
+45
531
$12.6K ﹤0.01%
282
+80
532
$12.2K ﹤0.01%
118
+65
533
$11.7K ﹤0.01%
10
534
$11.6K ﹤0.01%
160
535
$11.5K ﹤0.01%
+28
536
$11.3K ﹤0.01%
718
+153
537
$11.3K ﹤0.01%
837
538
$11.3K ﹤0.01%
61
539
$11.2K ﹤0.01%
50
-342
540
$10.7K ﹤0.01%
312
-9
541
$10.3K ﹤0.01%
97
+3
542
$10.2K ﹤0.01%
180
+39
543
$10.1K ﹤0.01%
68
544
$10.1K ﹤0.01%
121
-4
545
$10K ﹤0.01%
210
-13
546
$9.97K ﹤0.01%
211
+15
547
$9.95K ﹤0.01%
204
548
$9.88K ﹤0.01%
744
549
$9.63K ﹤0.01%
85
550
$9.41K ﹤0.01%
+320
20 21
22
23 24