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
526
$5K ﹤0.01%
186
+20
527
$4K ﹤0.01%
113
528
$4K ﹤0.01%
52
529
$4K ﹤0.01%
82
-10
530
$4K ﹤0.01%
201
531
$4K ﹤0.01%
216
-7,320
532
$4K ﹤0.01%
100
533
– –
0
534
$4K ﹤0.01%
277
535
$4K ﹤0.01%
111
536
$3K ﹤0.01%
+360
537
$3K ﹤0.01%
76
538
$3K ﹤0.01%
116
+2
539
$2K ﹤0.01%
35
540
$2K ﹤0.01%
50
541
$2K ﹤0.01%
53
+29
542
$2K ﹤0.01%
36
+20
543
$2K ﹤0.01%
53
544
$2K ﹤0.01%
56
+32
545
$2K ﹤0.01%
50
546
$2K ﹤0.01%
49
+28
547
$2K ﹤0.01%
54
+30
548
$2K ﹤0.01%
49
549
$2K ﹤0.01%
46
+27
550
– –
0
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22
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