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
901
$383 ﹤0.01%
14
-49
902
$370 ﹤0.01%
+2
903
$345 ﹤0.01%
+1
904
$344 ﹤0.01%
+3
905
$341 ﹤0.01%
+6
906
$339 ﹤0.01%
5
907
$322 ﹤0.01%
+1
908
$312 ﹤0.01%
+3
909
$305 ﹤0.01%
+7
910
$302 ﹤0.01%
+1
911
$299 ﹤0.01%
+6
912
$287 ﹤0.01%
+4
913
$287 ﹤0.01%
+4
914
$286 ﹤0.01%
+1
915
$279 ﹤0.01%
+2
916
$255 ﹤0.01%
3
-39
917
$248 ﹤0.01%
+3
918
$241 ﹤0.01%
2
-12
919
$240 ﹤0.01%
+11
920
$232 ﹤0.01%
+4
921
$230 ﹤0.01%
12
922
$224 ﹤0.01%
+4
923
$218 ﹤0.01%
+1
924
$217 ﹤0.01%
+1
925
$212 ﹤0.01%
+6
35 36
37
38 39