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
451
$12K ﹤0.01%
1,104
-330
452
– –
0
453
$12K ﹤0.01%
244
454
$12K ﹤0.01%
180
455
$12K ﹤0.01%
242
456
$12K ﹤0.01%
+100
457
$12K ﹤0.01%
3,494
458
$11K ﹤0.01%
+275
459
$11K ﹤0.01%
98
460
$11K ﹤0.01%
376
461
$11K ﹤0.01%
384
462
$11K ﹤0.01%
661
463
$11K ﹤0.01%
151
464
$10K ﹤0.01%
2,064
465
$10K ﹤0.01%
56
466
$10K ﹤0.01%
66
467
– –
0
468
– –
0
469
$10K ﹤0.01%
150
470
$10K ﹤0.01%
1,990
471
$9K ﹤0.01%
141
472
$9K ﹤0.01%
137
473
$9K ﹤0.01%
77
474
$9K ﹤0.01%
200
475
$9K ﹤0.01%
200
17 18
19
20 21