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
901
$18K ﹤0.01%
400
902
$18K ﹤0.01%
700
903
$18K ﹤0.01%
600
904
$18K ﹤0.01%
1,230
-450
905
$18K ﹤0.01%
545
-122
906
$18K ﹤0.01%
276
+61
907
$18K ﹤0.01%
1,490
-792
908
$18K ﹤0.01%
509
909
$17K ﹤0.01%
447
910
$17K ﹤0.01%
+1,500
911
$17K ﹤0.01%
1,340
-2,705
912
$17K ﹤0.01%
584
913
$17K ﹤0.01%
192
914
$17K ﹤0.01%
90
-54
915
$17K ﹤0.01%
189
916
$16K ﹤0.01%
392
917
$16K ﹤0.01%
134
918
$16K ﹤0.01%
241
919
$16K ﹤0.01%
617
-1,804
920
$15K ﹤0.01%
212
921
$15K ﹤0.01%
215
922
$15K ﹤0.01%
141
923
$15K ﹤0.01%
999
924
$15K ﹤0.01%
+4,297
925
$14K ﹤0.01%
2,737
-15,027