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
276
$249K 0.04%
464
+101
277
$249K 0.04%
3,809
278
$249K 0.04%
5,740
+1,435
279
$248K 0.04%
8,752
-131,309
280
$248K 0.04%
18,672
-1,236
281
$246K 0.04%
+3,278
282
$245K 0.04%
4,962
+279
283
$245K 0.04%
971
+36
284
$242K 0.04%
957
-6
285
$241K 0.04%
10,386
-659
286
$241K 0.04%
7,940
-5,280
287
$240K 0.04%
3,700
+1,425
288
$239K 0.04%
3,426
-20
289
$238K 0.04%
26,980
-1,460
290
$238K 0.04%
1,273
291
$237K 0.04%
48
+13
292
$237K 0.04%
3,996
-159
293
$236K 0.04%
3,982
-215
294
$236K 0.04%
6,185
-130
295
$235K 0.04%
4,916
-306
296
$232K 0.04%
10,200
+5,100
297
$231K 0.04%
3,238
+34
298
$231K 0.04%
3,900
+1,950
299
$231K 0.04%
+51
300
$231K 0.04%
2,589
-2
10 11
12
13 14