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
$656M
AUM Growth
-$43.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
540
New
Increased
Reduced
Closed

Top Buys

1
+$6.85M
2
+$1.97M
3
+$518K
4
FRTA
Forterra, Inc
FRTA
+$311K
5
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$205K

Top Sells

1
+$2.29M
2
+$870K
3
+$853K
4
AET
Aetna Inc
AET
+$613K
5
TJX icon
TJX Companies
TJX
+$535K

Sector Composition

1 Industrials 42.24%
2 Technology 4.96%
3 Healthcare 4.62%
4 Financials 3.2%
5 Utilities 1.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.39M 0.21%
8,852
+161
52
$1.36M 0.21%
18,402
53
$1.34M 0.2%
6,450
54
$1.33M 0.2%
11,870
55
$1.27M 0.19%
16,282
+1,082
56
$1.23M 0.19%
18,859
+144
57
$1.21M 0.18%
9,941
58
$1.18M 0.18%
11,277
+22
59
$1.13M 0.17%
8,933
-23
60
$1.13M 0.17%
18,460
61
$1.12M 0.17%
19,796
+12
62
$1.07M 0.16%
7,566
63
$1.05M 0.16%
29,904
64
$1.04M 0.16%
89,280
65
$1.03M 0.16%
5,578
66
$1.01M 0.15%
6,549
67
$1.01M 0.15%
23,928
+1,948
68
$999K 0.15%
7,481
+47
69
$987K 0.15%
14,911
70
$960K 0.15%
7,146
+1,525
71
$958K 0.15%
26,880
72
$947K 0.14%
33,601
+290
73
$928K 0.14%
32,505
-75
74
$925K 0.14%
13,723
75
$916K 0.14%
9,440
1 2
3
4 5