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
$583M
AUM Growth
+$44.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,017
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$7.02M
3
+$2.5M
4
INTC icon
Intel
INTC
+$1.71M
5
XOM icon
Exxon Mobil
XOM
+$1.69M

Top Sells

1
+$3.02M
2
+$2.8M
3
+$2.64M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$1.43M
5
COP icon
ConocoPhillips
COP
+$868K

Sector Composition

1 Industrials 46.73%
2 Technology 5.52%
3 Healthcare 5.32%
4 Financials 3.86%
5 Energy 3.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$349K 0.06%
12,160
202
$349K 0.06%
3,867
-247
203
$348K 0.06%
12,358
+134
204
$347K 0.06%
67,720
205
$345K 0.06%
6,870
206
$342K 0.06%
5,440
207
$340K 0.06%
55,090
208
$339K 0.06%
16,869
-144
209
$337K 0.06%
6,857
210
$337K 0.06%
10,166
-847
211
$335K 0.06%
8,116
212
$334K 0.06%
4,846
-91
213
$330K 0.06%
17,785
-4,080
214
$330K 0.06%
24,600
215
$329K 0.06%
45,500
216
$329K 0.06%
8,388
217
$328K 0.06%
6,270
218
$326K 0.06%
9,727
+8,084
219
$325K 0.06%
7,846
-2,195
220
$325K 0.06%
9,027
221
$324K 0.06%
20,696
222
$319K 0.05%
8,010
+6,710
223
$317K 0.05%
22,982
-1,772
224
$316K 0.05%
4,506
-1,708
225
$315K 0.05%
5,544
-207
7 8
9
10 11