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
276
$221K 0.04%
+2,713
277
$221K 0.04%
+9,684
278
$219K 0.04%
+3,242
279
$218K 0.04%
+963
280
$217K 0.04%
+265,188
281
$217K 0.04%
+7,573
282
$217K 0.04%
+5,721
283
$217K 0.04%
+13,010
284
$216K 0.04%
+3,489
285
$214K 0.04%
+4,155
286
$214K 0.04%
+6,061
287
$214K 0.04%
+3,654
288
$212K 0.04%
+54
289
$212K 0.04%
+2,000
290
$211K 0.04%
+2,242
291
$210K 0.04%
+22,555
292
$210K 0.04%
+6,086
293
$210K 0.04%
+12,780
294
$209K 0.04%
+4,594
295
$209K 0.04%
+5,100
296
$208K 0.04%
+3,278
297
$207K 0.04%
+4,160
298
$206K 0.04%
+5,315
299
$206K 0.04%
+18,843
300
$206K 0.04%
+2,462
10 11
12
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