MCM

Manchester Capital Management Portfolio holdings

AUM $694M
1-Year Est. Return 22.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$656M
AUM Growth
-$43.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
540
New
Increased
Reduced
Closed

Top Buys

1
+$6.99M
2
+$1.96M
3
+$484K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$216K
5
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$196K

Top Sells

1
+$870K
2
+$613K
3
+$545K
4
AQUA
Evoqua Water Technologies Corp. Common Stock
AQUA
+$350K
5
TJX icon
TJX Companies
TJX
+$284K

Sector Composition

1 Industrials 42.25%
2 Technology 4.95%
3 Healthcare 4.62%
4 Financials 3.2%
5 Utilities 1.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$8K ﹤0.01%
429
477
$8K ﹤0.01%
300
478
$8K ﹤0.01%
80
479
$7K ﹤0.01%
214
480
$7K ﹤0.01%
101
-1
481
$7K ﹤0.01%
132
482
$7K ﹤0.01%
165
483
$7K ﹤0.01%
113
484
$6K ﹤0.01%
557
485
$6K ﹤0.01%
392
486
$6K ﹤0.01%
24
487
$6K ﹤0.01%
68
488
$5K ﹤0.01%
+500
489
$5K ﹤0.01%
100
490
$5K ﹤0.01%
101
491
$4K ﹤0.01%
335
492
$4K ﹤0.01%
53
493
$4K ﹤0.01%
500
494
$3K ﹤0.01%
45
495
$3K ﹤0.01%
24
-165
496
$3K ﹤0.01%
116
497
$3K ﹤0.01%
136
498
$3K ﹤0.01%
80
499
$3K ﹤0.01%
145
500
$3K ﹤0.01%
36
18 19
20
21 22