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
601
$5.98K ﹤0.01%
100
602
$5.96K ﹤0.01%
149
+56
603
$5.67K ﹤0.01%
77
604
$5.53K ﹤0.01%
40
605
$5.53K ﹤0.01%
64
+3
606
$5.52K ﹤0.01%
17
+1
607
$5.49K ﹤0.01%
58
608
$5.42K ﹤0.01%
823
609
$5.39K ﹤0.01%
49
+22
610
$5.38K ﹤0.01%
86
+26
611
$5.26K ﹤0.01%
103
+43
612
$5.24K ﹤0.01%
1,000
613
$5.23K ﹤0.01%
143
614
$5.06K ﹤0.01%
+79
615
$5.03K ﹤0.01%
+518
616
$5.02K ﹤0.01%
54
617
$4.93K ﹤0.01%
209
+78
618
$4.85K ﹤0.01%
265
619
$4.85K ﹤0.01%
10
+7
620
$4.83K ﹤0.01%
+83
621
$4.79K ﹤0.01%
14
622
$4.76K ﹤0.01%
+66
623
$4.71K ﹤0.01%
91
624
$4.68K ﹤0.01%
82
-86
625
$4.6K ﹤0.01%
102
-6
23 24
25
26 27