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
$658M
AUM Growth
+$31.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
628
New
Increased
Reduced
Closed

Top Buys

1
+$2.31M
2
+$1.1M
3
+$1.04M
4
ABBV icon
AbbVie
ABBV
+$884K
5
XOM icon
Exxon Mobil
XOM
+$849K

Top Sells

1
+$1.25M
2
+$801K
3
+$793K
4
VTV icon
Vanguard Value ETF
VTV
+$429K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$338K

Sector Composition

1 Industrials 42.07%
2 Technology 4.97%
3 Healthcare 4.63%
4 Financials 3.29%
5 Utilities 1.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.39M 0.21%
8,852
+4,262
52
$1.36M 0.21%
18,402
53
$1.34M 0.2%
6,450
-495
54
$1.33M 0.2%
11,870
+29
55
$1.27M 0.19%
16,282
+1,689
56
$1.23M 0.19%
18,859
+5,953
57
$1.21M 0.18%
9,941
58
$1.18M 0.18%
11,277
+12
59
$1.13M 0.17%
8,933
-75
60
$1.13M 0.17%
18,460
+10,166
61
$1.12M 0.17%
19,796
+136
62
$1.07M 0.16%
7,566
+100
63
$1.05M 0.16%
29,904
64
$1.04M 0.16%
89,280
65
$1.03M 0.16%
5,578
+159
66
$1.01M 0.15%
6,549
67
$1.01M 0.15%
23,928
+8,000
68
$999K 0.15%
7,481
+1,652
69
$987K 0.15%
14,911
70
$960K 0.15%
7,146
-394
71
$958K 0.15%
26,880
72
$947K 0.14%
33,601
-1,039
73
$939K 0.14%
173,306
74
$928K 0.14%
32,505
+3,681
75
$925K 0.14%
13,723
1 2
3
4 5