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
$656M
AUM Growth
-$43.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
540
New
Increased
Reduced
Closed

Top Buys

1
+$6.99M
2
+$1.96M
3
+$484K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$216K
5
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$196K

Top Sells

1
+$870K
2
+$613K
3
+$545K
4
AQUA
Evoqua Water Technologies Corp. Common Stock
AQUA
+$350K
5
TJX icon
TJX Companies
TJX
+$284K

Sector Composition

1 Industrials 42.25%
2 Technology 4.95%
3 Healthcare 4.62%
4 Financials 3.2%
5 Utilities 1.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$18K ﹤0.01%
921
427
$18K ﹤0.01%
175
428
$17K ﹤0.01%
+350
429
$17K ﹤0.01%
440
430
$16K ﹤0.01%
1,261
431
$16K ﹤0.01%
422
432
$16K ﹤0.01%
392
433
$15K ﹤0.01%
866
434
$15K ﹤0.01%
250
435
$15K ﹤0.01%
212
436
– –
0
437
$14K ﹤0.01%
150
438
$14K ﹤0.01%
182
439
$14K ﹤0.01%
125
440
$14K ﹤0.01%
1,261
441
$14K ﹤0.01%
224
442
$14K ﹤0.01%
5,000
443
$14K ﹤0.01%
1,319
444
$14K ﹤0.01%
313
445
$14K ﹤0.01%
80
446
$13K ﹤0.01%
287
-4
447
$13K ﹤0.01%
658
448
$13K ﹤0.01%
342
449
$13K ﹤0.01%
400
450
$12K ﹤0.01%
228
16 17
18
19 20