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
351
$159K 0.03%
+2,172
352
$159K 0.03%
+6,695
353
$159K 0.03%
+1,287
354
$158K 0.03%
+4,482
355
$158K 0.03%
+2,170
356
$156K 0.03%
+2,993
357
$156K 0.03%
+2,100
358
$156K 0.03%
+6,520
359
$155K 0.03%
+24,635
360
$155K 0.03%
+6,057
361
$154K 0.03%
+1,500
362
$154K 0.03%
+1,850
363
$154K 0.03%
+363
364
$152K 0.03%
+2,130
365
$151K 0.03%
+2,403
366
$151K 0.03%
+1,873
367
$151K 0.03%
+5,000
368
$151K 0.03%
+3,146
369
$151K 0.03%
+1,829
370
$150K 0.03%
+1,972
371
$149K 0.03%
+5,404
372
$147K 0.03%
+3,587
373
$146K 0.03%
+8,901
374
$145K 0.03%
+6,774
375
$145K 0.03%
+3,508
13 14
15
16 17