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
576
$7.34K ﹤0.01%
+130
577
$7.21K ﹤0.01%
51
+1
578
$7.01K ﹤0.01%
31
-2,677
579
$7K ﹤0.01%
674
580
$7K ﹤0.01%
256
+9
581
$6.93K ﹤0.01%
50
+4
582
$6.92K ﹤0.01%
72
583
$6.92K ﹤0.01%
278
-1
584
$6.77K ﹤0.01%
131
585
$6.71K ﹤0.01%
3,322
+1
586
$6.64K ﹤0.01%
81
+68
587
$6.6K ﹤0.01%
70
+10
588
$6.59K ﹤0.01%
27
+5
589
$6.57K ﹤0.01%
609
590
$6.3K ﹤0.01%
195
-66
591
$6.29K ﹤0.01%
94
592
$6.27K ﹤0.01%
148
+83
593
$6.19K ﹤0.01%
64
594
$6.11K ﹤0.01%
119
+11
595
$6.1K ﹤0.01%
64
596
$6.09K ﹤0.01%
414
+135
597
$6.09K ﹤0.01%
+270
598
$6.06K ﹤0.01%
49
-27
599
$6.01K ﹤0.01%
100
-3,149
600
$6K ﹤0.01%
117
+24
22 23
24
25 26