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
726
$2.22K ﹤0.01%
+29
727
$2.19K ﹤0.01%
97
728
$2.19K ﹤0.01%
36
-2,643
729
$2.18K ﹤0.01%
51
730
$2.17K ﹤0.01%
26
+8
731
$2.13K ﹤0.01%
8
732
$2.13K ﹤0.01%
7
+4
733
$2.12K ﹤0.01%
+60
734
$2.1K ﹤0.01%
18
-29
735
$2.1K ﹤0.01%
156
-129
736
$2.07K ﹤0.01%
18
+2
737
$2.06K ﹤0.01%
23
-3
738
$2.06K ﹤0.01%
34
-1
739
$2.05K ﹤0.01%
79
740
$2.05K ﹤0.01%
6
+2
741
$2.03K ﹤0.01%
23
-400
742
$2.02K ﹤0.01%
40
743
$2.01K ﹤0.01%
+21
744
$1.97K ﹤0.01%
19
-7
745
$1.95K ﹤0.01%
16
-1
746
$1.95K ﹤0.01%
24
-19
747
$1.95K ﹤0.01%
28
+2
748
$1.92K ﹤0.01%
+176
749
$1.92K ﹤0.01%
+259
750
$1.87K ﹤0.01%
5
28 29
30
31 32