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
451
$131K 0.02%
+5,057
452
$131K 0.02%
+1,292
453
$130K 0.02%
+2,000
454
$129K 0.02%
6,900
+3,450
455
$129K 0.02%
+2,785
456
$128K 0.02%
2,874
-119
457
$128K 0.02%
12,080
-1,244
458
$128K 0.02%
+3,061
459
$127K 0.02%
+4,016
460
$127K 0.02%
5,357
-331
461
$127K 0.02%
+6,235
462
$126K 0.02%
4,091
+575
463
$124K 0.02%
1,564
464
$124K 0.02%
1,000
465
$124K 0.02%
9,050
+4,625
466
$123K 0.02%
3,486
+700
467
$123K 0.02%
+1,307
468
$122K 0.02%
1,130
+20
469
$122K 0.02%
4,400
+2,200
470
$121K 0.02%
3,005
471
$121K 0.02%
3,900
+1,675
472
$120K 0.02%
7,740
-520
473
$120K 0.02%
5,103
+494
474
$120K 0.02%
7,810
-556
475
$119K 0.02%
2,100
-120
17 18
19
20 21