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
$752M
AUM Growth
+$128M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,151
New
Increased
Reduced
Closed

Top Buys

1
+$97.2M
2
+$7.55M
3
+$3.71M
4
DVA icon
DaVita
DVA
+$1M
5
GRA
W.R. Grace & Co.
GRA
+$823K

Top Sells

1
+$94.4M
2
+$9.64M
3
+$4.41M
4
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$3.87M
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$2.45M

Sector Composition

1 Industrials 41.09%
2 Technology 5.22%
3 Healthcare 5.07%
4 Energy 4.18%
5 Financials 2.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.65M 0.35%
47,954
-420
27
$2.58M 0.34%
20,445
+231
28
$2.48M 0.33%
31,382
+1,244
29
$2.46M 0.33%
57,969
-256
30
$2.43M 0.32%
119,900
-485
31
$2.38M 0.32%
89,567
+2,239
32
$2.34M 0.31%
19,714
+363
33
$2.3M 0.31%
19,890
-109
34
$2.21M 0.29%
22,445
-303
35
$2.06M 0.27%
11,870
-30
36
$2.05M 0.27%
61,330
+4,072
37
$2.02M 0.27%
15,490
+474
38
$2.02M 0.27%
81,141
+2,399
39
$1.99M 0.26%
75,508
+20,940
40
$1.98M 0.26%
22,145
-34
41
$1.84M 0.24%
92,157
42
$1.81M 0.24%
18,120
+279
43
$1.77M 0.24%
67,775
44
$1.68M 0.22%
34,244
+1,091
45
$1.67M 0.22%
29,007
+8,153
46
$1.6M 0.21%
64,662
-4,920
47
$1.59M 0.21%
23,384
+9
48
$1.48M 0.2%
13,469
49
$1.48M 0.2%
58,938
-1,200
50
$1.47M 0.2%
14,770
-144
1
2
3 4 5