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
826
$30K ﹤0.01%
2,000
-2,000
827
$30K ﹤0.01%
379
828
$30K ﹤0.01%
1,300
-1,050
829
$29K ﹤0.01%
1,594
-1,903
830
$28K ﹤0.01%
749
831
$28K ﹤0.01%
+387
832
$28K ﹤0.01%
402
833
$28K ﹤0.01%
800
834
$28K ﹤0.01%
550
835
$28K ﹤0.01%
1,718
-799
836
$28K ﹤0.01%
813
837
$27K ﹤0.01%
+599
838
$27K ﹤0.01%
669
839
$27K ﹤0.01%
869
840
$27K ﹤0.01%
810
841
$27K ﹤0.01%
204
842
$26K ﹤0.01%
+473
843
$26K ﹤0.01%
1,100
844
$26K ﹤0.01%
374
845
$26K ﹤0.01%
1,319
846
$26K ﹤0.01%
500
847
$26K ﹤0.01%
434
-474
848
$26K ﹤0.01%
1,688
-488
849
$25K ﹤0.01%
411
850
$25K ﹤0.01%
1,600
+1,286
32 33
34
35 36