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
551
$9.38K ﹤0.01%
51
552
$9.21K ﹤0.01%
74
+36
553
$9.09K ﹤0.01%
113
554
$9.09K ﹤0.01%
127
-16
555
$8.91K ﹤0.01%
80
556
$8.76K ﹤0.01%
178
557
$8.63K ﹤0.01%
74
558
$8.45K ﹤0.01%
+268
559
$8.27K ﹤0.01%
425
+297
560
$8.26K ﹤0.01%
68
561
$8.26K ﹤0.01%
852
562
$8.15K ﹤0.01%
25
563
$7.98K ﹤0.01%
152
+65
564
$7.96K ﹤0.01%
125
+97
565
$7.94K ﹤0.01%
300
566
$7.88K ﹤0.01%
311
567
$7.82K ﹤0.01%
182
568
$7.8K ﹤0.01%
+29
569
$7.64K ﹤0.01%
44
-19
570
$7.57K ﹤0.01%
422
571
$7.54K ﹤0.01%
297
+8
572
$7.54K ﹤0.01%
200
573
$7.48K ﹤0.01%
118
+2
574
$7.43K ﹤0.01%
91
575
$7.43K ﹤0.01%
864
-983
21 22
23
24 25