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
$671M
AUM Growth
+$26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
519
New
Increased
Reduced
Closed

Top Buys

1
+$4.55M
2
+$2.37M
3
+$1.34M
4
BAC icon
Bank of America
BAC
+$735K
5
CAT icon
Caterpillar
CAT
+$717K

Top Sells

1
+$6.02M
2
+$1.68M
3
+$749K
4
INTU icon
Intuit
INTU
+$628K
5
BCR
CR Bard Inc.
BCR
+$473K

Sector Composition

1 Industrials 46.27%
2 Healthcare 3.42%
3 Technology 3.34%
4 Financials 2.94%
5 Utilities 1.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.23M 0.18%
11,458
+60
52
$1.22M 0.18%
17,082
+10,000
53
$1.2M 0.18%
25,308
+9,300
54
$1.19M 0.18%
18,402
55
$1.19M 0.18%
11,766
56
$1.18M 0.18%
20,160
57
$1.14M 0.17%
9,070
+370
58
$1.08M 0.16%
31,431
+1,185
59
$1.05M 0.16%
8,236
+129
60
$1.04M 0.16%
6,613
+4,550
61
$1.03M 0.15%
12,271
-783
62
$986K 0.15%
21,750
63
$986K 0.15%
7,356
-1,740
64
$966K 0.14%
32,740
+24,900
65
$959K 0.14%
5,153
66
$957K 0.14%
6,985
67
$956K 0.14%
5,496
+180
68
$952K 0.14%
14,911
69
$944K 0.14%
44,308
70
$942K 0.14%
28,605
71
$937K 0.14%
26,880
72
$936K 0.14%
13,723
73
$933K 0.14%
29,904
74
$932K 0.14%
20,305
+6,869
75
$925K 0.14%
5,374
+200
1 2
3
4 5