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
351
$185K 0.03%
7,804
-542
352
$182K 0.03%
5,040
+250
353
$181K 0.03%
+1,364
354
$181K 0.03%
4,382
+2,050
355
$181K 0.03%
21,405
-1,150
356
$181K 0.03%
9,514
-679
357
$180K 0.03%
151
+67
358
$180K 0.03%
1,680
359
$180K 0.03%
6,300
+3,000
360
$179K 0.03%
3,013
361
$176K 0.03%
5,000
362
$175K 0.03%
14,360
-770
363
$174K 0.03%
1,607
+74
364
$174K 0.03%
4,385
365
$173K 0.03%
2,126
366
$173K 0.03%
6,500
367
$172K 0.03%
10,850
-9,500
368
$170K 0.03%
3,907
-254
369
$169K 0.03%
8,303
-639
370
$168K 0.03%
3,136
+750
371
$165K 0.03%
3,900
372
$165K 0.03%
2,477
373
$165K 0.03%
3,587
374
$165K 0.03%
8,350
+4,175
375
$164K 0.03%
+1,490
13 14
15
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