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
$770M
AUM Growth
-$5.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
687
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$3.45M
3
+$2.03M
4
TSLA icon
Tesla
TSLA
+$1.26M
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$835K

Top Sells

1
+$6.21M
2
+$3.18M
3
+$1.87M
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$684K
5
JLL icon
Jones Lang LaSalle
JLL
+$478K

Sector Composition

1 Industrials 33.29%
2 Technology 6.58%
3 Healthcare 4.47%
4 Financials 2.93%
5 Consumer Discretionary 2.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.9M 0.24%
13,600
+240
52
$1.89M 0.24%
5,183
+250
53
$1.65M 0.21%
12,394
54
$1.64M 0.21%
42,315
55
$1.64M 0.21%
24,992
56
$1.63M 0.21%
109,650
+84,450
57
$1.53M 0.2%
34,188
-808
58
$1.53M 0.2%
67,775
59
$1.52M 0.2%
18,094
60
$1.51M 0.19%
18,402
61
$1.47M 0.19%
21,742
-315
62
$1.43M 0.18%
4,856
-556
63
$1.42M 0.18%
8,382
+400
64
$1.4M 0.18%
89,280
65
$1.39M 0.18%
37,689
-2,928
66
$1.35M 0.17%
9,049
-165
67
$1.29M 0.17%
10,359
68
$1.23M 0.16%
22,546
-740
69
$1.23M 0.16%
22,513
+2,592
70
$1.22M 0.16%
19,964
71
$1.21M 0.16%
12,272
-1,833
72
$1.2M 0.15%
20,234
73
$1.2M 0.15%
15,893
74
$1.18M 0.15%
4,517
75
$1.16M 0.15%
9,993
1 2
3
4 5