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
$583M
AUM Growth
+$44.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,017
New
Increased
Reduced
Closed

Top Buys

1 +$10.3M
2 +$7.02M
3 +$2.5M
4
INTC icon
Intel
INTC
+$1.71M
5
XOM icon
Exxon Mobil
XOM
+$1.69M

Top Sells

1 +$3.02M
2 +$2.8M
3 +$2.64M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$1.43M
5
COP icon
ConocoPhillips
COP
+$868K

Sector Composition

1 Industrials 46.73%
2 Technology 5.52%
3 Healthcare 5.32%
4 Financials 3.86%
5 Energy 3.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
601
$46K 0.01%
2,170
+531
602
$46K 0.01%
1,900
-1,050
603
$46K 0.01%
833
-94
604
$46K 0.01%
1,192
605
$45K 0.01%
1,094
-194
606
$45K 0.01%
944
607
$45K 0.01%
3,300
+1,300
608
$45K 0.01%
3,692
609
$45K 0.01%
10,000
610
$45K 0.01%
1,044
611
$45K 0.01%
1,179
612
$44K 0.01%
2,489
+500
613
$44K 0.01%
3,135
-1,242
614
$44K 0.01%
1,500
615
$43K 0.01%
+3,024
616
$43K 0.01%
1,300
617
$43K 0.01%
1,725
618
$43K 0.01%
2,464
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$43K 0.01%
4,855
620
$43K 0.01%
1,126
-181
621
$43K 0.01%
+1,811
622
$42K 0.01%
175
623
$42K 0.01%
2,551
-215
624
$41K 0.01%
361
-57
625
$41K 0.01%
1,100