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
776
$1.36K ﹤0.01%
5
777
$1.36K ﹤0.01%
46
+36
778
$1.35K ﹤0.01%
19
779
$1.34K ﹤0.01%
17
-11
780
$1.34K ﹤0.01%
60
781
$1.32K ﹤0.01%
25
-8
782
$1.31K ﹤0.01%
129
-158
783
$1.28K ﹤0.01%
22
-74
784
$1.28K ﹤0.01%
48
-39
785
$1.28K ﹤0.01%
72
+52
786
$1.27K ﹤0.01%
128
787
$1.27K ﹤0.01%
37
788
$1.26K ﹤0.01%
8
+2
789
$1.2K ﹤0.01%
126
790
$1.19K ﹤0.01%
69
-252
791
$1.19K ﹤0.01%
+97
792
$1.19K ﹤0.01%
+10
793
$1.18K ﹤0.01%
5
794
$1.18K ﹤0.01%
6
795
$1.17K ﹤0.01%
79
796
$1.17K ﹤0.01%
84
797
$1.15K ﹤0.01%
130
798
$1.14K ﹤0.01%
69
799
$1.14K ﹤0.01%
+3
800
$1.13K ﹤0.01%
5
-160
30 31
32
33 34