MCM

Manchester Capital Management Portfolio holdings

AUM $737M
1-Year Est. Return 17.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$538M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
968
New
Increased
Reduced
Closed

Top Buys

1
+$232M
2
+$12.2M
3
+$11.3M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$8.06M
5
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$6.99M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 48.47%
2 Technology 5.37%
3 Healthcare 5.23%
4 Financials 4.03%
5 Consumer Staples 3.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$80K 0.01%
+3,345
477
$80K 0.01%
+1,721
478
$80K 0.01%
+2,177
479
$79K 0.01%
+1,086
480
$79K 0.01%
+1,905
481
$78K 0.01%
+2,786
482
$78K 0.01%
+1,599
483
$78K 0.01%
+1,540
484
$77K 0.01%
+2,450
485
$76K 0.01%
+2,216
486
$76K 0.01%
+5,125
487
$76K 0.01%
+1,050
488
$75K 0.01%
+91
489
$75K 0.01%
+2,084
490
$75K 0.01%
+786
491
$75K 0.01%
+2,600
492
$75K 0.01%
+1,034
493
$74K 0.01%
+2,950
494
$74K 0.01%
+1,042
495
$74K 0.01%
+1,535
496
$74K 0.01%
+1,100
497
$73K 0.01%
+993
498
$72K 0.01%
+1,735
499
$71K 0.01%
+857
500
$71K 0.01%
+1,175
18 19
20
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