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
$624M
AUM Growth
-$18.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,037
New
Increased
Reduced
Closed

Top Buys

1
+$4.09M
2
+$2.26M
3
+$2.09M
4
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$1.86M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$930K

Top Sells

1
+$7.5M
2
+$3.72M
3
+$3.55M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$1.93M
5
CHKP icon
Check Point Software Technologies
CHKP
+$1.84M

Sector Composition

1 Industrials 48.75%
2 Healthcare 5.66%
3 Technology 5.6%
4 Energy 3.24%
5 Consumer Staples 2.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$154K 0.02%
4,306
-176
402
$154K 0.02%
5,780
-5,036
403
$153K 0.02%
937
404
$153K 0.02%
+12,225
405
$153K 0.02%
3,185
406
$152K 0.02%
+7,581
407
$151K 0.02%
3,850
+1,925
408
$151K 0.02%
3,813
409
$150K 0.02%
7,940
+3,725
410
$149K 0.02%
4,393
411
$149K 0.02%
2,300
+1,150
412
$148K 0.02%
1,521
413
$148K 0.02%
2,042
414
$146K 0.02%
1,972
415
$146K 0.02%
+13,870
416
$146K 0.02%
5,200
+2,600
417
$146K 0.02%
+8,580
418
$145K 0.02%
5,104
419
$145K 0.02%
4,224
+100
420
$145K 0.02%
1,650
-200
421
$145K 0.02%
1,000
422
$144K 0.02%
3,454
-3,403
423
$143K 0.02%
3,341
424
$143K 0.02%
+10,998
425
$142K 0.02%
2,510
15 16
17
18 19