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
676
$3.15K ﹤0.01%
20
677
$3.15K ﹤0.01%
31
-6
678
$3.14K ﹤0.01%
67
+7
679
$3.09K ﹤0.01%
49
+8
680
$3.06K ﹤0.01%
662
681
$3.05K ﹤0.01%
27
682
$3.02K ﹤0.01%
24
+2
683
$2.99K ﹤0.01%
52
+4
684
$2.93K ﹤0.01%
9
685
$2.91K ﹤0.01%
49
686
$2.9K ﹤0.01%
238
+36
687
$2.88K ﹤0.01%
715
688
$2.88K ﹤0.01%
11
-2,733
689
$2.82K ﹤0.01%
38
+3
690
$2.81K ﹤0.01%
39
+16
691
$2.81K ﹤0.01%
105
-27
692
$2.8K ﹤0.01%
27
693
$2.79K ﹤0.01%
17
694
$2.79K ﹤0.01%
187
695
$2.79K ﹤0.01%
59
696
$2.77K ﹤0.01%
49
697
$2.77K ﹤0.01%
23
-4
698
$2.73K ﹤0.01%
9
-27
699
$2.72K ﹤0.01%
32
700
$2.68K ﹤0.01%
53
26 27
28
29 30