MCM

Manchester Capital Management Portfolio holdings

AUM $735M
1-Year Est. Return 20.06%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.06%
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
+$1.72M
2
+$1.19M
3
+$974K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$860K
5
QCOM icon
Qualcomm
QCOM
+$813K

Top Sells

1
+$3.1M
2
+$1.67M
3
+$1.05M
4
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$388K
5
ERII icon
Energy Recovery
ERII
+$333K

Sector Composition

1 Industrials 42.38%
2 Healthcare 4.09%
3 Technology 2.91%
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%
1,718
352
$64K 0.01%
1,669
353
$64K 0.01%
1,323
354
$64K 0.01%
9,656
355
$64K 0.01%
921
356
$64K 0.01%
1,155
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