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
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