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
451
$29K ﹤0.01%
922
452
$29K ﹤0.01%
505
453
$29K ﹤0.01%
686
454
$28K ﹤0.01%
1,009
455
$28K ﹤0.01%
374
456
$27K ﹤0.01%
1,852
457
$27K ﹤0.01%
240
458
$27K ﹤0.01%
582
459
$27K ﹤0.01%
1,056
460
$26K ﹤0.01%
216
-30
461
$25K ﹤0.01%
54
462
– –
0
463
$24K ﹤0.01%
480
464
$24K ﹤0.01%
925
465
$23K ﹤0.01%
387
466
$23K ﹤0.01%
1,212
467
$23K ﹤0.01%
687
468
$23K ﹤0.01%
444
469
$22K ﹤0.01%
255
-87
470
$22K ﹤0.01%
322
471
$22K ﹤0.01%
376
472
$22K ﹤0.01%
841
473
$22K ﹤0.01%
275
474
$22K ﹤0.01%
4,050
475
$21K ﹤0.01%
492
17 18
19
20 21