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
326
$207K 0.03%
+4,432
327
$207K 0.03%
1,839
328
$202K 0.03%
4,900
+2,450
329
$202K 0.03%
23,298
-1,337
330
$200K 0.03%
4,475
-2,951
331
$200K 0.03%
5,566
+200
332
$199K 0.03%
+3,514
333
$198K 0.03%
3,997
334
$198K 0.03%
2,160
335
$198K 0.03%
8,170
-445
336
$198K 0.03%
4,450
+2,125
337
$197K 0.03%
20,442
-306
338
$197K 0.03%
3,062
+196
339
$197K 0.03%
2,784
+2
340
$196K 0.03%
3,895
-215
341
$195K 0.03%
4,008
342
$194K 0.03%
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343
$193K 0.03%
10,233
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344
$192K 0.03%
2,336
-155
345
$191K 0.03%
11,168
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346
$191K 0.03%
1,227
-60
347
$190K 0.03%
7,025
-380
348
$189K 0.03%
1,928
349
$187K 0.03%
38,000
350
$187K 0.03%
2,146
12 13
14
15 16