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
$746M
AUM Growth
-$18.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,197
New
Increased
Reduced
Closed

Top Buys

1
+$4.1M
2
+$2.18M
3
+$2.1M
4
OTIS icon
Otis Worldwide
OTIS
+$1.88M
5
IVOO icon
Vanguard S&P Mid-Cap 400 ETF
IVOO
+$1.72M

Top Sells

1
+$21M
2
+$4.26M
3
+$3.18M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$2.14M
5
DSI icon
iShares MSCI KLD 400 Social ETF
DSI
+$1.95M

Sector Composition

1 Industrials 18.59%
2 Technology 12.31%
3 Financials 6.87%
4 Healthcare 5.94%
5 Consumer Discretionary 5.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$477K 0.06%
1,290
+460
177
$473K 0.06%
2,164
-561
178
$471K 0.06%
11,329
-22,720
179
$460K 0.06%
3,796
-2,351
180
$457K 0.06%
5,460
181
$453K 0.06%
3,644
-164
182
$451K 0.06%
1,537
-13
183
$450K 0.06%
4,607
-7,127
184
$442K 0.06%
8,868
-4
185
$437K 0.06%
4,959
-2,531
186
$419K 0.06%
2,725
187
$415K 0.06%
1,086
+1
188
$414K 0.06%
3,858
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189
$413K 0.06%
7,206
190
$412K 0.06%
53,515
+3,673
191
$407K 0.05%
4,424
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192
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1,201
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193
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4,743
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194
$393K 0.05%
7,005
195
$390K 0.05%
2,300
-3,752
196
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2,003
+3
197
$384K 0.05%
154
-1
198
$383K 0.05%
7,084
199
$382K 0.05%
9,121
-4,165
200
$378K 0.05%
5,666
-2,470
6 7
8
9 10