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
$631M
AUM Growth
-$26.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
521
New
Increased
Reduced
Closed

Top Buys

1
+$885K
2
+$638K
3
+$432K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$375K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$310K

Top Sells

1
+$15.2M
2
+$5.75M
3
+$1.62M
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$1M
5
CLC
Clarcor
CLC
+$902K

Sector Composition

1 Industrials 45.59%
2 Healthcare 3.3%
3 Technology 2.89%
4 Financials 2.38%
5 Utilities 1.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.02M 0.16%
32,663
+53
52
$1.01M 0.16%
28,132
-6,076
53
$982K 0.16%
30,246
-1,063
54
$970K 0.15%
7,977
-900
55
$956K 0.15%
14,518
-492
56
$954K 0.15%
18,640
57
$952K 0.15%
91,482
58
$947K 0.15%
18,262
59
$944K 0.15%
8,916
60
$939K 0.15%
22,500
61
$936K 0.15%
29,804
62
– –
0
63
$930K 0.15%
20,858
-1,405
64
$922K 0.15%
5,211
65
$921K 0.15%
20,780
66
$921K 0.15%
8,580
67
$920K 0.15%
38,289
68
$908K 0.14%
11,466
69
$901K 0.14%
12,886
70
$891K 0.14%
10,407
-1,869
71
$864K 0.14%
5,153
72
$861K 0.14%
6,985
73
$851K 0.13%
5,186
74
$837K 0.13%
26,880
75
$832K 0.13%
9,440
+26
1 2
3
4 5