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
251
$275K 0.04%
5,070
+1,018
252
$272K 0.04%
2,794
+724
253
$271K 0.04%
1,823
-907
254
$270K 0.04%
4,450
+2,225
255
$270K 0.04%
14,895
-800
256
$270K 0.04%
11,917
+5,397
257
$269K 0.04%
2,181
+352
258
$268K 0.04%
+12,185
259
$266K 0.04%
6,011
-3,309
260
$266K 0.04%
3,485
+500
261
$264K 0.04%
1,773
+302
262
$263K 0.04%
6,662
+1,602
263
$263K 0.04%
2,700
-150
264
$262K 0.04%
3,580
-3,202
265
$261K 0.04%
5,140
-280
266
$260K 0.04%
2,951
-201
267
$259K 0.04%
5,216
+116
268
$259K 0.04%
3,919
+598
269
$259K 0.04%
686
-37
270
$258K 0.04%
3,438
271
$255K 0.04%
2,577
-136
272
$254K 0.04%
5,017
273
$252K 0.04%
3,900
+1,950
274
$251K 0.04%
3,020
+50
275
$251K 0.04%
2,669
-4,124
9 10
11
12 13