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
376
$145K 0.03%
+3,558
377
$145K 0.03%
+4,486
378
$145K 0.03%
+3,285
379
$144K 0.03%
+2,934
380
$144K 0.03%
+2,599
381
$143K 0.03%
+3,186
382
$143K 0.03%
+9,695
383
$142K 0.03%
+3,748
384
$142K 0.03%
+8,435
385
$141K 0.03%
+2,146
386
$140K 0.03%
+5,733
387
$140K 0.03%
+4,279
388
$139K 0.03%
+3,900
389
$139K 0.03%
+2,237
390
$139K 0.03%
+11,868
391
$138K 0.03%
+4,385
392
$137K 0.03%
+3,171
393
$136K 0.03%
+2,477
394
$136K 0.03%
+2,108
395
$136K 0.03%
+4,929
396
$134K 0.02%
+1,636
397
$134K 0.02%
+1,354
398
$132K 0.02%
+1,181
399
$132K 0.02%
+12,130
400
$130K 0.02%
+1,540
14 15
16
17 18