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
401
$47K 0.01%
2,350
402
$47K 0.01%
600
-500
403
$47K 0.01%
1,242
404
$47K 0.01%
+15,000
405
$45K 0.01%
882
406
$44K 0.01%
685
407
$44K 0.01%
810
408
$44K 0.01%
800
409
$44K 0.01%
900
410
$43K 0.01%
625
411
$42K 0.01%
650
412
$42K 0.01%
1,293
413
$41K 0.01%
308
414
$41K 0.01%
2,295
415
$41K 0.01%
+15
416
$41K 0.01%
1,200
417
$40K 0.01%
1,031
418
$40K 0.01%
1,200
419
$40K 0.01%
1,100
420
$38K 0.01%
2,849
421
$38K 0.01%
1,531
422
$38K 0.01%
1,294
423
$37K 0.01%
800
424
$37K 0.01%
766
425
$36K 0.01%
709
15 16
17
18 19