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
951
$11K ﹤0.01%
1,010
952
$11K ﹤0.01%
3,805
-14,989
953
$11K ﹤0.01%
447
-134
954
$11K ﹤0.01%
800
955
$11K ﹤0.01%
600
956
$11K ﹤0.01%
264
957
$11K ﹤0.01%
530
958
$11K ﹤0.01%
330
959
$11K ﹤0.01%
2,008
-35
960
$11K ﹤0.01%
10,000
961
$10K ﹤0.01%
278
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$10K ﹤0.01%
233
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198
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965
$10K ﹤0.01%
100
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$10K ﹤0.01%
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0
970
$10K ﹤0.01%
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$10K ﹤0.01%
150
972
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207
973
$10K ﹤0.01%
564
974
$10K ﹤0.01%
600
975
$10K ﹤0.01%
3
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