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
176
$305K 0.05%
2,944
177
$302K 0.05%
2,467
178
$299K 0.05%
2,120
179
$297K 0.05%
1,810
180
$293K 0.04%
2,344
181
$285K 0.04%
3,257
182
$283K 0.04%
3,306
183
$277K 0.04%
5,583
184
$272K 0.04%
8,448
185
$269K 0.04%
2,555
186
$268K 0.04%
2,523
187
$266K 0.04%
5,436
188
$262K 0.04%
6,402
+100
189
$261K 0.04%
3,184
190
$255K 0.04%
31,613
-26,450
191
$252K 0.04%
6,942
192
$239K 0.04%
1,708
193
$238K 0.04%
1,529
194
$236K 0.04%
3,770
195
$235K 0.04%
5,471
196
$231K 0.04%
18,857
197
$230K 0.04%
10,815
198
$230K 0.04%
2,089
199
$230K 0.04%
13,310
200
$230K 0.04%
3,148
6 7
8
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