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
201
$255K 0.04%
2,120
202
$255K 0.04%
1,956
203
$242K 0.03%
2,089
204
$239K 0.03%
3,770
205
$237K 0.03%
4,000
206
$237K 0.03%
5,471
207
$234K 0.03%
8,591
208
$229K 0.03%
6,942
209
$227K 0.03%
9,200
210
$223K 0.03%
9,380
211
$222K 0.03%
2,516
212
$221K 0.03%
2,235
213
$221K 0.03%
638
-6
214
$219K 0.03%
3,109
-146
215
$218K 0.03%
1,282
216
$215K 0.03%
1,048
217
$215K 0.03%
2,616
218
$214K 0.03%
3,148
219
$213K 0.03%
1,468
220
$213K 0.03%
778
221
$210K 0.03%
2,728
222
$207K 0.03%
4,184
223
$204K 0.03%
2,790
224
$204K 0.03%
2,144
225
$203K 0.03%
1,590
7 8
9
10 11