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
701
$2.68K ﹤0.01%
101
-92
702
$2.68K ﹤0.01%
16
703
$2.67K ﹤0.01%
26
704
$2.62K ﹤0.01%
7
-17
705
$2.58K ﹤0.01%
23
-7
706
$2.56K ﹤0.01%
36
-6
707
$2.55K ﹤0.01%
27
+20
708
$2.55K ﹤0.01%
101
709
$2.54K ﹤0.01%
+573
710
$2.5K ﹤0.01%
43
-35
711
$2.47K ﹤0.01%
88
712
$2.47K ﹤0.01%
34
713
$2.47K ﹤0.01%
76
-34
714
$2.45K ﹤0.01%
42
-36
715
$2.44K ﹤0.01%
22
+6
716
$2.43K ﹤0.01%
16
717
$2.42K ﹤0.01%
78
-15
718
$2.4K ﹤0.01%
23
719
$2.4K ﹤0.01%
84
+24
720
$2.4K ﹤0.01%
201
-238
721
$2.32K ﹤0.01%
90
722
$2.31K ﹤0.01%
198
723
$2.3K ﹤0.01%
63
-26
724
$2.29K ﹤0.01%
39
+30
725
$2.28K ﹤0.01%
142
-26
27 28
29
30 31