MCM

Manchester Capital Management Portfolio holdings

AUM $737M
1-Year Est. Return 17.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$538M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
968
New
Increased
Reduced
Closed

Top Buys

1
+$232M
2
+$12.2M
3
+$11.3M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$8.06M
5
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$6.99M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 48.47%
2 Technology 5.37%
3 Healthcare 5.23%
4 Financials 4.03%
5 Consumer Staples 3.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$277K 0.05%
+11,013
227
$277K 0.05%
+11,695
228
$270K 0.05%
+6,049
229
$270K 0.05%
+18,810
230
$268K 0.05%
+2,730
231
$267K 0.05%
+6,857
232
$267K 0.05%
+4,811
233
$265K 0.05%
+4,664
234
$264K 0.05%
+1,745
235
$264K 0.05%
+21,750
236
$262K 0.05%
+9,300
237
$257K 0.05%
+7,363
238
$257K 0.05%
+16,497
239
$255K 0.05%
+4,945
240
$255K 0.05%
+3,012
241
$254K 0.05%
+8,754
242
$254K 0.05%
+9,027
243
$254K 0.05%
+5,299
244
$251K 0.05%
+16,405
245
$250K 0.05%
+3,471
246
$250K 0.05%
+4,046
247
$250K 0.05%
+7,976
248
$250K 0.05%
+14,748
249
$249K 0.05%
+7,520
250
$249K 0.05%
+986
8 9
10
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