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
$630M
AUM Growth
-$102K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
590
New
Increased
Reduced
Closed

Top Buys

1
+$1.7M
2
+$1.12M
3
+$929K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$821K
5
QCOM icon
Qualcomm
QCOM
+$747K

Top Sells

1
+$3.25M
2
+$2.77M
3
+$1.63M
4
UPS icon
United Parcel Service
UPS
+$1.02M
5
SPG icon
Simon Property Group
SPG
+$861K

Sector Composition

1 Industrials 42.35%
2 Healthcare 4.09%
3 Technology 2.95%
4 Financials 2.84%
5 Energy 2.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$64K 0.01%
1,155
352
$64K 0.01%
1,718
353
$64K 0.01%
1,669
354
$64K 0.01%
1,323
355
$64K 0.01%
9,656
356
$64K 0.01%
921
357
$63K 0.01%
590
358
$62K 0.01%
54
359
$62K 0.01%
594
360
$62K 0.01%
1,567
361
$62K 0.01%
999
362
$62K 0.01%
1,140
-450
363
$61K 0.01%
2,945
364
$61K 0.01%
1,437
365
$61K 0.01%
342
366
$60K 0.01%
1,016
367
$60K 0.01%
1,400
368
$59K 0.01%
2,127
369
$58K 0.01%
1,000
370
$58K 0.01%
1,188
371
$58K 0.01%
3,211
372
$57K 0.01%
1,772
373
$57K 0.01%
1,904
374
$56K 0.01%
1,649
375
$56K 0.01%
522
13 14
15
16 17