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
376
$55K 0.01%
971
377
$55K 0.01%
700
378
$55K 0.01%
+4,500
379
$54K 0.01%
+5
380
$53K 0.01%
433
+227
381
$53K 0.01%
780
382
$52K 0.01%
1,190
383
$52K 0.01%
1,094
384
$52K 0.01%
548
385
$52K 0.01%
490
386
$51K 0.01%
600
387
$51K 0.01%
991
-470
388
$51K 0.01%
533
-300
389
$50K 0.01%
1,020
390
$50K 0.01%
242
391
$50K 0.01%
1,800
392
$50K 0.01%
1,256
393
$49K 0.01%
348
394
$49K 0.01%
750
395
$49K 0.01%
1,557
+37
396
$49K 0.01%
536
397
$48K 0.01%
648
398
$48K 0.01%
1,510
399
$48K 0.01%
+7,000
400
$47K 0.01%
1,004
14 15
16
17 18