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
501
$71K 0.01%
+6,431
502
$71K 0.01%
+2,000
503
$70K 0.01%
+1,850
504
$69K 0.01%
+1,550
505
$69K 0.01%
+1,850
506
$69K 0.01%
+6,085
507
$68K 0.01%
+2,000
508
$68K 0.01%
+1,337
509
$68K 0.01%
+1,650
510
$68K 0.01%
+1,590
511
$67K 0.01%
+3,705
512
$67K 0.01%
+4,695
513
$67K 0.01%
+529
514
$67K 0.01%
+1,487
515
$66K 0.01%
+1,377
516
$66K 0.01%
+3,650
517
$66K 0.01%
+6,225
518
$65K 0.01%
+800
519
$65K 0.01%
+3,148
520
$65K 0.01%
+1,425
521
$65K 0.01%
+1,875
522
$65K 0.01%
+1,548
523
$65K 0.01%
+1,099
524
$64K 0.01%
+1,418
525
$64K 0.01%
+2,000
19 20
21
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