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
101
$768K 0.12%
3,954
+160
102
$768K 0.12%
31,653
+7,209
103
$766K 0.12%
9,648
104
$764K 0.12%
6,931
105
$753K 0.11%
5,226
-279
106
$739K 0.11%
63,040
107
$725K 0.11%
74,980
108
$719K 0.11%
10,332
109
$717K 0.11%
22,554
110
$713K 0.11%
19,557
111
$706K 0.11%
8,971
+293
112
$705K 0.11%
11,238
113
$695K 0.11%
3,326
114
$683K 0.1%
15,935
115
$679K 0.1%
10,135
116
$671K 0.1%
5,069
-100
117
$658K 0.1%
2,699
118
$650K 0.1%
9,606
119
$649K 0.1%
10,000
120
$642K 0.1%
12,755
+351
121
$630K 0.1%
66,999
122
$614K 0.09%
7,600
123
$612K 0.09%
6,244
124
$612K 0.09%
14,218
125
$606K 0.09%
1,964
3 4
5
6 7