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
526
$93K 0.01%
1,121
-337
527
$92K 0.01%
6,431
528
$91K 0.01%
1,560
529
$91K 0.01%
2,600
+1,300
530
$91K 0.01%
2,700
+1,350
531
$90K 0.01%
1,975
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532
$90K 0.01%
965
533
$90K 0.01%
673
534
$90K 0.01%
12,645
535
$88K 0.01%
739
536
$88K 0.01%
8,185
-440
537
$88K 0.01%
4,350
-3,424
538
$87K 0.01%
1,068
-27
539
$87K 0.01%
2,500
+1,250
540
$86K 0.01%
3,148
541
$86K 0.01%
2,750
+1,375
542
$86K 0.01%
1,550
543
$86K 0.01%
1,850
-6,235
544
$85K 0.01%
3,705
545
$85K 0.01%
685
546
$85K 0.01%
9,689
+4,848
547
$83K 0.01%
2,186
548
$83K 0.01%
1,305
-628
549
$83K 0.01%
1,599
550
$83K 0.01%
1,590
20 21
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