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
751
$1.86K ﹤0.01%
+102
752
$1.82K ﹤0.01%
1,800
753
$1.81K ﹤0.01%
40
754
$1.77K ﹤0.01%
52
-5,171
755
$1.75K ﹤0.01%
234
756
$1.73K ﹤0.01%
49
757
$1.73K ﹤0.01%
+51
758
$1.73K ﹤0.01%
35
-53
759
$1.72K ﹤0.01%
12
760
$1.71K ﹤0.01%
151
-96
761
$1.65K ﹤0.01%
24
-11
762
$1.63K ﹤0.01%
42
763
$1.62K ﹤0.01%
464
+161
764
$1.58K ﹤0.01%
+17
765
$1.55K ﹤0.01%
9
-9
766
$1.47K ﹤0.01%
134
767
$1.46K ﹤0.01%
58
768
$1.43K ﹤0.01%
24
769
$1.42K ﹤0.01%
46
-57
770
$1.42K ﹤0.01%
+22
771
$1.41K ﹤0.01%
+6
772
$1.41K ﹤0.01%
30
773
$1.4K ﹤0.01%
83
774
$1.39K ﹤0.01%
88
-300
775
$1.37K ﹤0.01%
25
-8
29 30
31
32 33