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
$699M
AUM Growth
+$40.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
543
New
Increased
Reduced
Closed

Top Buys

1
+$350K
2
+$343K
3
+$237K
4
KO icon
Coca-Cola
KO
+$209K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$208K

Top Sells

1
+$7.52M
2
+$2.11M
3
+$824K
4
VB icon
Vanguard Small-Cap ETF
VB
+$541K
5
NEE icon
NextEra Energy
NEE
+$352K

Sector Composition

1 Industrials 42.48%
2 Technology 5.34%
3 Healthcare 4.79%
4 Financials 3.28%
5 Consumer Discretionary 1.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.42M 0.2%
18,402
52
$1.41M 0.2%
15,086
53
$1.39M 0.2%
10,685
-94
54
$1.35M 0.19%
18,460
55
$1.34M 0.19%
11,870
56
$1.32M 0.19%
11,255
-22
57
$1.26M 0.18%
15,200
-1,082
58
$1.26M 0.18%
9,941
59
$1.23M 0.18%
7,566
60
$1.22M 0.17%
89,280
61
$1.18M 0.17%
19,784
-12
62
$1.16M 0.17%
5,578
63
$1.1M 0.16%
13,723
64
$1.09M 0.16%
8,956
+23
65
$1.09M 0.16%
29,904
66
$1.09M 0.16%
26,880
67
$1.07M 0.15%
7,434
-47
68
$1.02M 0.15%
32,580
+75
69
$1.01M 0.14%
18,715
-144
70
$993K 0.14%
6,634
+312
71
$981K 0.14%
33,311
-290
72
$980K 0.14%
20,234
73
$977K 0.14%
6,549
74
$972K 0.14%
15,893
75
$951K 0.14%
13,708
1 2
3
4 5