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
476
$119K 0.02%
9,270
-5,790
477
$119K 0.02%
2,241
+200
478
$118K 0.02%
5,420
479
$117K 0.02%
+356
480
$116K 0.02%
5,800
+2,900
481
$116K 0.02%
1,025
+25
482
$116K 0.02%
+563
483
$115K 0.02%
2,915
484
$114K 0.02%
3,400
+1,589
485
$113K 0.02%
1,683
486
$113K 0.02%
6,600
+3,300
487
$112K 0.02%
1,700
488
$112K 0.02%
4,400
+2,200
489
$111K 0.02%
984
490
$111K 0.02%
11,730
-630
491
$111K 0.02%
2,277
+100
492
$109K 0.02%
2,518
493
$109K 0.02%
4,200
+2,100
494
$109K 0.02%
2,421
+337
495
$109K 0.02%
2,364
+900
496
$108K 0.02%
1,394
497
$108K 0.02%
7,368
+330
498
$108K 0.02%
4,351
-273
499
$107K 0.02%
2,009
500
$107K 0.02%
+1,023
18 19
20
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