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
$746M
AUM Growth
-$18.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,197
New
Increased
Reduced
Closed

Top Buys

1
+$4.1M
2
+$2.18M
3
+$2.1M
4
OTIS icon
Otis Worldwide
OTIS
+$1.88M
5
IVOO icon
Vanguard S&P Mid-Cap 400 ETF
IVOO
+$1.72M

Top Sells

1
+$21M
2
+$4.26M
3
+$3.18M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$2.14M
5
DSI icon
iShares MSCI KLD 400 Social ETF
DSI
+$1.95M

Sector Composition

1 Industrials 18.59%
2 Technology 12.31%
3 Financials 6.87%
4 Healthcare 5.94%
5 Consumer Discretionary 5.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.23M 0.3%
7,468
+3
52
$2.21M 0.3%
9,778
-40
53
$2.13M 0.29%
18,639
-1,361
54
$2.12M 0.28%
14,586
+976
55
$2.06M 0.28%
23,174
+21,104
56
$2.01M 0.27%
32,000
57
$1.91M 0.26%
31,715
-750
58
$1.88M 0.25%
10,049
59
$1.85M 0.25%
25,459
-8
60
$1.82M 0.24%
2,306
+242
61
$1.8M 0.24%
3,453
-595
62
$1.79M 0.24%
6,491
63
$1.75M 0.23%
3,248
+11
64
$1.74M 0.23%
4,431
-1,357
65
$1.71M 0.23%
46,663
+5,858
66
$1.71M 0.23%
32,547
+3
67
$1.68M 0.23%
26,293
-59
68
$1.67M 0.22%
8,151
+269
69
$1.64M 0.22%
25,040
-363
70
$1.63M 0.22%
21,189
+135
71
$1.59M 0.21%
37,372
-6,822
72
$1.56M 0.21%
22,107
-2,908
73
$1.5M 0.2%
37,814
+9
74
$1.47M 0.2%
6,615
+426
75
$1.44M 0.19%
19,400
1 2
3
4 5