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
401
$127K 0.02%
+3,325
402
$126K 0.02%
+5,874
403
$126K 0.02%
+1,490
404
$126K 0.02%
+12,960
405
$125K 0.02%
+5,070
406
$124K 0.02%
+5,613
407
$123K 0.02%
+3,687
408
$123K 0.02%
+2,633
409
$122K 0.02%
+5,548
410
$120K 0.02%
+3,014
411
$120K 0.02%
+4,976
412
$119K 0.02%
+1,435
413
$118K 0.02%
+1,838
414
$117K 0.02%
+2,510
415
$117K 0.02%
+1,047
416
$116K 0.02%
+2,028
417
$116K 0.02%
+1,597
418
$115K 0.02%
+1,452
419
$114K 0.02%
+2,500
420
$113K 0.02%
+2,686
421
$112K 0.02%
+5,104
422
$112K 0.02%
+9,923
423
$112K 0.02%
+3,806
424
$112K 0.02%
+2,225
425
$111K 0.02%
+2,375
15 16
17
18 19