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
476
$21K ﹤0.01%
275
477
$21K ﹤0.01%
158
478
$21K ﹤0.01%
1,320
479
$21K ﹤0.01%
1,319
480
$20K ﹤0.01%
84
481
$20K ﹤0.01%
1,395
482
$20K ﹤0.01%
+182
483
$19K ﹤0.01%
194
484
$19K ﹤0.01%
80
485
$18K ﹤0.01%
256
486
$18K ﹤0.01%
250
487
$18K ﹤0.01%
549
488
$18K ﹤0.01%
700
489
$18K ﹤0.01%
600
490
$17K ﹤0.01%
1,691
491
$17K ﹤0.01%
400
492
$17K ﹤0.01%
10,000
493
$16K ﹤0.01%
421
494
$16K ﹤0.01%
338
-29
495
$16K ﹤0.01%
75
496
$15K ﹤0.01%
280
497
– –
0
498
$14K ﹤0.01%
282
499
$13K ﹤0.01%
540
500
$13K ﹤0.01%
242
18 19
20
21 22