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
801
$1.12K ﹤0.01%
+42
802
$1.09K ﹤0.01%
+35
803
$1.08K ﹤0.01%
15
-1,777
804
$1.05K ﹤0.01%
32
805
$1.05K ﹤0.01%
26
-11,513
806
$1.03K ﹤0.01%
+8
807
$1.02K ﹤0.01%
67
808
$1.01K ﹤0.01%
17
-110
809
$1.01K ﹤0.01%
13
810
$978 ﹤0.01%
31
+12
811
$977 ﹤0.01%
38
-176
812
$963 ﹤0.01%
27
813
$955 ﹤0.01%
9
814
$941 ﹤0.01%
15
815
$933 ﹤0.01%
+25
816
$933 ﹤0.01%
5
+2
817
$929 ﹤0.01%
50
818
$926 ﹤0.01%
7
819
$900 ﹤0.01%
4
-2,764
820
$885 ﹤0.01%
9
821
$882 ﹤0.01%
40
822
$872 ﹤0.01%
8
+6
823
$862 ﹤0.01%
4
-1
824
$861 ﹤0.01%
+104
825
$838 ﹤0.01%
100
31 32
33
34 35