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
651
$3.75K ﹤0.01%
8
-45
652
$3.75K ﹤0.01%
253
653
$3.73K ﹤0.01%
34
654
$3.71K ﹤0.01%
42
+7
655
$3.68K ﹤0.01%
203
-30
656
$3.66K ﹤0.01%
62
657
$3.65K ﹤0.01%
26
+15
658
$3.62K ﹤0.01%
40
-6
659
$3.59K ﹤0.01%
+57
660
$3.58K ﹤0.01%
91
661
$3.56K ﹤0.01%
+177
662
$3.55K ﹤0.01%
42
663
$3.51K ﹤0.01%
37
+8
664
$3.46K ﹤0.01%
18
-3
665
$3.44K ﹤0.01%
84
666
$3.41K ﹤0.01%
+150
667
$3.4K ﹤0.01%
300
-74
668
$3.38K ﹤0.01%
230
669
$3.37K ﹤0.01%
36
+26
670
$3.35K ﹤0.01%
30
-34
671
$3.35K ﹤0.01%
37
-505
672
$3.34K ﹤0.01%
70
673
$3.27K ﹤0.01%
263
674
$3.21K ﹤0.01%
72
+50
675
$3.2K ﹤0.01%
87
25 26
27
28 29