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
426
$36K 0.01%
682
427
$36K 0.01%
1,234
-1,165
428
$36K 0.01%
1,902
429
$36K 0.01%
432
430
$35K 0.01%
1,511
431
$35K 0.01%
623
432
$35K 0.01%
+36,000
433
$34K 0.01%
3,024
-27,360
434
$34K 0.01%
1,105
435
$34K 0.01%
467
436
$33K 0.01%
467
437
$33K 0.01%
665
438
$33K 0.01%
+730
439
$32K 0.01%
62,960
440
$32K 0.01%
550
441
$32K 0.01%
3,211
442
$32K 0.01%
332
443
$31K ﹤0.01%
828
444
$31K ﹤0.01%
277
445
$31K ﹤0.01%
810
446
$31K ﹤0.01%
950
447
$31K ﹤0.01%
663
448
$30K ﹤0.01%
1,100
449
$30K ﹤0.01%
869
450
$30K ﹤0.01%
1,617
16 17
18
19 20