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
$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
Health Care Select Sector SPDR Fund
XLV
+$6.99M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 48.46%
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
326
$180K 0.03%
+6,674
327
$180K 0.03%
+2,142
328
$179K 0.03%
+1,980
329
$179K 0.03%
+9,104
330
$177K 0.03%
+1,839
331
$176K 0.03%
+1,680
332
$174K 0.03%
+3,660
333
$173K 0.03%
+771
334
$172K 0.03%
+4,603
335
$171K 0.03%
+3,544
336
$171K 0.03%
+2,940
337
$169K 0.03%
+1,972
338
$168K 0.03%
+4,474
339
$167K 0.03%
+4,716
340
$166K 0.03%
+2,622
341
$165K 0.03%
+2,927
342
$165K 0.03%
+2,866
343
$164K 0.03%
+1,434
344
$163K 0.03%
+2,229
345
$163K 0.03%
+5,196
346
$162K 0.03%
+1,623
347
$160K 0.03%
+1,471
348
$160K 0.03%
+3,300
349
$160K 0.03%
+20,748
350
$160K 0.03%
+19,450
12 13
14
15 16