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
$807M
AUM Growth
+$58.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,201
New
Increased
Reduced
Closed

Top Buys

1
+$34.2M
2
+$15M
3
+$4.35M
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$3.38M
5
DVN icon
Devon Energy
DVN
+$1.31M

Top Sells

1
+$24.4M
2
+$24.1M
3
+$2.73M
4
EWA icon
iShares MSCI Australia ETF
EWA
+$1.97M
5
DBC icon
Invesco DB Commodity Index Tracking Fund
DBC
+$1.32M

Sector Composition

1 Industrials 40.3%
2 Healthcare 4.99%
3 Technology 4.63%
4 Energy 3.5%
5 Consumer Staples 2.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
$34K ﹤0.01%
425
-425
802
$34K ﹤0.01%
488
+314
803
$33K ﹤0.01%
887
-460
804
$33K ﹤0.01%
3,130
805
$33K ﹤0.01%
+425
806
$33K ﹤0.01%
932
807
$32K ﹤0.01%
1,775
-3,550
808
$32K ﹤0.01%
533
+125
809
$32K ﹤0.01%
1,400
-1,400
810
$32K ﹤0.01%
388
811
$32K ﹤0.01%
866
+1
812
$32K ﹤0.01%
501
-1,265
813
$32K ﹤0.01%
+697
814
$31K ﹤0.01%
2,250
815
$31K ﹤0.01%
704
816
$31K ﹤0.01%
277
817
$31K ﹤0.01%
375
-1,975
818
$31K ﹤0.01%
+1,617
819
$31K ﹤0.01%
385
820
$31K ﹤0.01%
422
821
$31K ﹤0.01%
1,600
822
$31K ﹤0.01%
169
823
$31K ﹤0.01%
555
+127
824
$31K ﹤0.01%
1,900
-1,900
825
$30K ﹤0.01%
370
31 32
33
34 35