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
26
$2.29M 0.37%
120,385
-4,060
27
$2.28M 0.37%
19,999
+308
28
$2.28M 0.37%
87,328
-18,229
29
$2.25M 0.36%
19,351
-110
30
$2.25M 0.36%
58,225
+317
31
$2.19M 0.35%
11,900
+557
32
$2.11M 0.34%
57,258
-503
33
$2.08M 0.33%
22,748
-2,767
34
$1.88M 0.3%
51,281
+4,267
35
$1.85M 0.3%
22,179
+290
36
$1.81M 0.29%
92,157
-21,856
37
$1.79M 0.29%
15,016
-2,614
38
$1.76M 0.28%
78,742
-2,730
39
$1.75M 0.28%
67,775
40
$1.69M 0.27%
25,316
-1,650
41
$1.6M 0.26%
69,582
-1,134
42
$1.59M 0.25%
17,841
+350
43
$1.58M 0.25%
33,153
+14,693
44
$1.53M 0.25%
60,138
+1,800
45
$1.52M 0.24%
23,375
+600
46
$1.48M 0.24%
37,104
+1,092
47
$1.41M 0.23%
13,469
48
$1.4M 0.22%
14,914
-170
49
$1.36M 0.22%
54,568
+4,460
50
$1.34M 0.21%
32,767
+300
1
2
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