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
851
$679 ﹤0.01%
+10
852
$676 ﹤0.01%
21
-81
853
$667 ﹤0.01%
9
-11
854
$664 ﹤0.01%
92
855
$663 ﹤0.01%
4
-1,247
856
$637 ﹤0.01%
17
857
$631 ﹤0.01%
+13
858
$629 ﹤0.01%
54
-25
859
$628 ﹤0.01%
137
-197
860
$605 ﹤0.01%
5
+2
861
$595 ﹤0.01%
18
862
$594 ﹤0.01%
3
863
$585 ﹤0.01%
215
864
$583 ﹤0.01%
+5
865
$577 ﹤0.01%
+2
866
$575 ﹤0.01%
18
867
$571 ﹤0.01%
14
868
$570 ﹤0.01%
+3
869
$552 ﹤0.01%
14
870
$544 ﹤0.01%
3
+2
871
$543 ﹤0.01%
6
-26
872
$542 ﹤0.01%
1
873
$535 ﹤0.01%
+65
874
$533 ﹤0.01%
+7
875
$523 ﹤0.01%
10
33 34
35
36 37