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
$627M
AUM Growth
-$44.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
608
New
Increased
Reduced
Closed

Top Buys

1 +$1.96M
2 +$1.66M
3 +$1.17M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.02M
5
EDGW
Edgewater Technology Inc
EDGW
+$962K

Top Sells

1 +$4.55M
2 +$2.37M
3 +$1.87M
4
CCC
Calgon Carbon Corp
CCC
+$944K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$825K

Sector Composition

1 Industrials 43.2%
2 Technology 4.16%
3 Healthcare 3.94%
4 Financials 3.28%
5 Utilities 1.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$1.16M 0.18%
14,593
-29
52
$1.15M 0.18%
25,215
-93
53
$1.14M 0.18%
11,841
+75
54
$1.13M 0.18%
11,265
-193
55
$1.09M 0.17%
19,660
+5,302
56
$1.06M 0.17%
13,723
57
$1.04M 0.17%
30,913
-518
58
$1.04M 0.17%
34,640
+1,900
59
$1.03M 0.16%
9,008
-62
60
$1M 0.16%
7,466
+110
61
$977K 0.16%
7,540
-696
62
$962K 0.15%
+173,306
63
$954K 0.15%
14,995
64
$936K 0.15%
3,718
+750
65
$928K 0.15%
26,880
66
$924K 0.15%
5,419
-77
67
$923K 0.15%
12,241
-4,841
68
$914K 0.15%
86,337
69
$910K 0.15%
6,549
-436
70
$879K 0.14%
60,383
71
$875K 0.14%
29,904
72
$874K 0.14%
89,280
73
$872K 0.14%
6,423
-148
74
$863K 0.14%
9,440
75
$861K 0.14%
1,590
+325