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
$630M
AUM Growth
-$102K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
590
New
Increased
Reduced
Closed

Top Buys

1
+$1.7M
2
+$1.12M
3
+$929K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$821K
5
QCOM icon
Qualcomm
QCOM
+$747K

Top Sells

1
+$3.25M
2
+$2.77M
3
+$1.63M
4
UPS icon
United Parcel Service
UPS
+$1.02M
5
SPG icon
Simon Property Group
SPG
+$861K

Sector Composition

1 Industrials 42.35%
2 Healthcare 4.09%
3 Technology 2.95%
4 Financials 2.84%
5 Energy 2.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$145K 0.02%
6,000
252
$142K 0.02%
+2,700
253
$141K 0.02%
2,120
254
$140K 0.02%
+2,000
255
$136K 0.02%
800
256
$134K 0.02%
3,351
257
$130K 0.02%
2,303
258
$130K 0.02%
1,203
259
$128K 0.02%
3,056
260
$128K 0.02%
3,434
+1,178
261
$127K 0.02%
1,468
262
$127K 0.02%
1,652
263
$125K 0.02%
2,023
264
$124K 0.02%
2,748
265
$124K 0.02%
+3,000
266
$124K 0.02%
3,148
267
$123K 0.02%
6,957
268
$122K 0.02%
1,400
269
$118K 0.02%
2,060
270
$117K 0.02%
4,819
271
$117K 0.02%
2,781
272
$112K 0.02%
10,320
273
$112K 0.02%
1,663
274
$111K 0.02%
1,550
275
$111K 0.02%
1,776
9 10
11
12 13