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
$656M
AUM Growth
-$43.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
540
New
Increased
Reduced
Closed

Top Buys

1
+$6.85M
2
+$1.97M
3
+$518K
4
FRTA
Forterra, Inc
FRTA
+$311K
5
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$205K

Top Sells

1
+$2.29M
2
+$870K
3
+$853K
4
AET
Aetna Inc
AET
+$613K
5
TJX icon
TJX Companies
TJX
+$535K

Sector Composition

1 Industrials 42.24%
2 Technology 4.96%
3 Healthcare 4.62%
4 Financials 3.2%
5 Utilities 1.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$908K 0.14%
15,893
77
$895K 0.14%
13,708
78
$888K 0.14%
6,322
-312
79
$887K 0.14%
14,995
80
$870K 0.13%
3,943
+100
81
$864K 0.13%
11,020
82
$863K 0.13%
19,140
83
$863K 0.13%
7,928
84
$853K 0.13%
9,993
85
$853K 0.13%
20,234
86
$847K 0.13%
21,750
87
$846K 0.13%
7,443
88
$843K 0.13%
11,681
89
$842K 0.13%
4,121
90
– –
0
91
$818K 0.12%
21,109
92
$816K 0.12%
1,635
93
$808K 0.12%
5,394
+700
94
$796K 0.12%
81,860
+32,010
95
$795K 0.12%
22,599
96
$791K 0.12%
10,416
97
$789K 0.12%
11,785
98
$787K 0.12%
33,000
99
$786K 0.12%
3,705
-10,795
100
$779K 0.12%
60,383
2 3
4
5 6