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
626
$4.59K ﹤0.01%
80
627
$4.53K ﹤0.01%
+1,500
628
$4.51K ﹤0.01%
+200
629
$4.5K ﹤0.01%
113
+16
630
$4.49K ﹤0.01%
78
631
$4.49K ﹤0.01%
76
-31
632
$4.44K ﹤0.01%
59
+17
633
$4.37K ﹤0.01%
82
634
$4.3K ﹤0.01%
21
-32
635
$4.24K ﹤0.01%
76
636
$4.24K ﹤0.01%
42
637
$4.23K ﹤0.01%
167
638
$4.19K ﹤0.01%
54
-3,179
639
$4.17K ﹤0.01%
72
+51
640
$4.04K ﹤0.01%
34
-23
641
$4.03K ﹤0.01%
+70
642
$4K ﹤0.01%
114
+9
643
$3.95K ﹤0.01%
12
+5
644
$3.92K ﹤0.01%
189
+40
645
$3.91K ﹤0.01%
36
-15
646
$3.88K ﹤0.01%
48
-864
647
$3.82K ﹤0.01%
34
648
$3.8K ﹤0.01%
152
+84
649
$3.79K ﹤0.01%
+26
650
$3.78K ﹤0.01%
107
24 25
26
27 28