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
876
$517 ﹤0.01%
2
-5
877
$503 ﹤0.01%
+3
878
$502 ﹤0.01%
3
-3,851
879
$499 ﹤0.01%
+31
880
$480 ﹤0.01%
6
881
$478 ﹤0.01%
5
-25
882
$477 ﹤0.01%
12
-17
883
$476 ﹤0.01%
+25
884
$465 ﹤0.01%
8
-19
885
$458 ﹤0.01%
+3
886
$455 ﹤0.01%
4
-19
887
$450 ﹤0.01%
+2
888
$450 ﹤0.01%
+6
889
$450 ﹤0.01%
10
-9
890
$431 ﹤0.01%
12
891
$421 ﹤0.01%
2
892
$417 ﹤0.01%
1
-417
893
$400 ﹤0.01%
+2
894
$398 ﹤0.01%
+2
895
$397 ﹤0.01%
14
-38
896
$396 ﹤0.01%
2
-217
897
$390 ﹤0.01%
8
-28
898
$389 ﹤0.01%
5
899
$386 ﹤0.01%
+4
900
$383 ﹤0.01%
+22
34 35
36
37 38