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
201
$229K 0.03%
769
202
$228K 0.03%
1,956
203
$227K 0.03%
6,957
204
$223K 0.03%
9,200
205
$222K 0.03%
3,255
+146
206
$219K 0.03%
2,616
207
$215K 0.03%
2,728
208
$213K 0.03%
4,000
209
$211K 0.03%
2,470
210
$211K 0.03%
9,380
211
$210K 0.03%
1,282
212
$209K 0.03%
1,468
213
$204K 0.03%
2,235
214
$204K 0.03%
1,080
215
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2,822
216
$195K 0.03%
1,048
217
$194K 0.03%
4,184
218
$192K 0.03%
2,516
219
$191K 0.03%
2,790
220
$190K 0.03%
644
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221
$186K 0.03%
1,934
222
$186K 0.03%
2,358
223
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778
224
$185K 0.03%
1,402
225
$175K 0.03%
2,094
7 8
9
10 11