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
26
$2.12M 0.34%
66,551
+18,583
27
$2.04M 0.32%
16,008
-429
28
$1.95M 0.31%
91,246
-683
29
$1.95M 0.31%
20,867
+2,982
30
$1.94M 0.31%
49,498
+474
31
$1.86M 0.29%
14,862
-191
32
$1.63M 0.26%
14,632
33
$1.61M 0.26%
53,055
+6,098
34
$1.56M 0.25%
13,469
35
$1.55M 0.25%
13,623
36
$1.43M 0.23%
67,775
37
$1.38M 0.22%
8,843
-337
38
$1.34M 0.21%
35,375
39
$1.33M 0.21%
16,341
+22
40
$1.3M 0.21%
13,612
41
$1.29M 0.2%
16,453
-576
42
$1.28M 0.2%
12,434
43
$1.27M 0.2%
19,448
-600
44
$1.27M 0.2%
53,538
-1,659
45
$1.24M 0.2%
14,374
+6,918
46
$1.17M 0.19%
14,635
47
$1.15M 0.18%
14,869
-151
48
$1.15M 0.18%
26,102
49
$1.09M 0.17%
8,913
50
$1.09M 0.17%
26,952
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