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
$624M
AUM Growth
-$18.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,037
New
Increased
Reduced
Closed

Top Buys

1
+$4.09M
2
+$2.26M
3
+$2.09M
4
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$1.86M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$930K

Top Sells

1
+$7.5M
2
+$3.72M
3
+$3.55M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$1.93M
5
CHKP icon
Check Point Software Technologies
CHKP
+$1.84M

Sector Composition

1 Industrials 48.75%
2 Healthcare 5.66%
3 Technology 5.6%
4 Energy 3.24%
5 Consumer Staples 2.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$307K 0.05%
8,387
-514
227
$307K 0.05%
5,381
228
$305K 0.05%
4,433
229
$305K 0.05%
2,891
-1,681
230
$304K 0.05%
2,200
+1,100
231
$303K 0.05%
2,211
232
$302K 0.05%
3,798
+826
233
$302K 0.05%
17,855
-955
234
$301K 0.05%
4,650
235
$298K 0.05%
2,996
+475
236
$297K 0.05%
5,300
+2,115
237
$295K 0.05%
1,671
+274
238
$295K 0.05%
4,704
-21
239
$293K 0.05%
+11,575
240
$292K 0.05%
4,960
+2,000
241
$292K 0.05%
8,525
+1,030
242
$291K 0.05%
15,095
-2,510
243
$291K 0.05%
10,994
-6,602
244
$289K 0.05%
5,460
-300
245
$287K 0.05%
6,848
-423
246
$281K 0.05%
1,715
247
$279K 0.04%
3,737
-267
248
$278K 0.04%
3,614
-230
249
$277K 0.04%
+10,135
250
$276K 0.04%
8,000
8 9
10
11 12