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
551
$25K ﹤0.01%
376
552
$25K ﹤0.01%
550
553
$24K ﹤0.01%
1,850
554
$24K ﹤0.01%
1,105
555
$24K ﹤0.01%
1,617
556
$23K ﹤0.01%
1,212
557
$23K ﹤0.01%
687
558
$23K ﹤0.01%
1,319
559
– –
0
560
$22K ﹤0.01%
194
561
$22K ﹤0.01%
1,100
562
$22K ﹤0.01%
338
-3,205
563
$21K ﹤0.01%
1,467
564
$21K ﹤0.01%
255
565
$21K ﹤0.01%
3,211
566
$21K ﹤0.01%
1,320
567
$20K ﹤0.01%
256
568
$20K ﹤0.01%
275
569
$20K ﹤0.01%
600
570
$20K ﹤0.01%
208
571
$19K ﹤0.01%
549
572
$19K ﹤0.01%
492
573
$19K ﹤0.01%
1,395
574
– –
0
575
$19K ﹤0.01%
4,050
21 22
23
24 25