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
826
$820 ﹤0.01%
28
827
$812 ﹤0.01%
8
828
$805 ﹤0.01%
2
829
$805 ﹤0.01%
+38
830
$801 ﹤0.01%
4
+1
831
$779 ﹤0.01%
57
832
$776 ﹤0.01%
+27
833
$771 ﹤0.01%
4
834
$768 ﹤0.01%
64
-40
835
$766 ﹤0.01%
743
836
$759 ﹤0.01%
45
-60
837
$756 ﹤0.01%
22
838
$755 ﹤0.01%
18
-9
839
$742 ﹤0.01%
7
840
$735 ﹤0.01%
+2
841
$732 ﹤0.01%
3
-18
842
$728 ﹤0.01%
6
-3
843
$723 ﹤0.01%
+18
844
$707 ﹤0.01%
145
-92
845
$702 ﹤0.01%
24
846
$701 ﹤0.01%
+2
847
$701 ﹤0.01%
23
-52
848
$698 ﹤0.01%
96
-376
849
$692 ﹤0.01%
+27
850
$686 ﹤0.01%
8
32 33
34
35 36