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
$583M
AUM Growth
+$44.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,017
New
Increased
Reduced
Closed

Top Buys

1 +$10.3M
2 +$7.02M
3 +$2.5M
4
INTC icon
Intel
INTC
+$1.71M
5
XOM icon
Exxon Mobil
XOM
+$1.69M

Top Sells

1 +$3.02M
2 +$2.8M
3 +$2.64M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$1.43M
5
COP icon
ConocoPhillips
COP
+$868K

Sector Composition

1 Industrials 46.73%
2 Technology 5.52%
3 Healthcare 5.32%
4 Financials 3.86%
5 Energy 3.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$1.27M 0.22%
13,469
52
$1.22M 0.21%
15,724
-442
53
$1.21M 0.21%
15,913
-364
54
$1.12M 0.19%
49,960
+1,600
55
$1.1M 0.19%
16,059
56
$1.08M 0.19%
20,979
-318
57
$1.08M 0.19%
32,534
-160
58
$1.08M 0.19%
36,536
59
$1.07M 0.18%
9,272
-1,716
60
$1.05M 0.18%
10,518
-18
61
$1.04M 0.18%
18,712
-46
62
$1.01M 0.17%
+55,000
63
$1.01M 0.17%
15,605
-650
64
$990K 0.17%
14,245
-12,493
65
$976K 0.17%
39,320
-375
66
$967K 0.17%
14,384
-200
67
$926K 0.16%
23,502
-72
68
$900K 0.15%
18,202
69
$891K 0.15%
10,334
+2,005
70
$872K 0.15%
9,066
-617
71
$862K 0.15%
18,461
-1,150
72
$861K 0.15%
10,550
-23
73
$850K 0.15%
27,690
74
$844K 0.14%
10,103
-37
75
$796K 0.14%
31,147
-1,355