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
$699M
AUM Growth
+$40.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
543
New
Increased
Reduced
Closed

Top Buys

1
+$350K
2
+$343K
3
+$237K
4
KO icon
Coca-Cola
KO
+$209K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$208K

Top Sells

1
+$7.52M
2
+$2.11M
3
+$824K
4
VB icon
Vanguard Small-Cap ETF
VB
+$541K
5
NEE icon
NextEra Energy
NEE
+$352K

Sector Composition

1 Industrials 42.48%
2 Technology 5.34%
3 Healthcare 4.79%
4 Financials 3.28%
5 Consumer Discretionary 1.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$333K 0.05%
4,968
177
$333K 0.05%
2,522
178
$325K 0.05%
3,306
179
$324K 0.05%
6,132
180
$321K 0.05%
2,944
181
$320K 0.05%
2,467
182
$314K 0.04%
3,257
183
$309K 0.04%
5,436
184
$308K 0.04%
1,810
185
$306K 0.04%
2,344
186
$297K 0.04%
19,984
187
$295K 0.04%
8,448
188
$290K 0.04%
2,555
189
$288K 0.04%
18,857
190
$282K 0.04%
1,755
191
$275K 0.04%
2,523
192
$271K 0.04%
6,302
-100
193
$268K 0.04%
6,957
194
$267K 0.04%
10,815
195
$265K 0.04%
2,470
196
$263K 0.04%
3,184
197
$260K 0.04%
769
198
$259K 0.04%
5,583
199
$257K 0.04%
1,708
200
$255K 0.04%
1,529
6 7
8
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