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
551
$82K 0.01%
977
552
$81K 0.01%
800
553
$81K 0.01%
1,099
554
$80K 0.01%
1,147
+271
555
$80K 0.01%
1,456
556
$80K 0.01%
1,723
557
$79K 0.01%
1,309
+143
558
$78K 0.01%
1,377
559
$78K 0.01%
2,407
-659
560
$77K 0.01%
965
561
$76K 0.01%
1,597
-700
562
$76K 0.01%
574
+200
563
$76K 0.01%
698
564
$76K 0.01%
1,337
565
$75K 0.01%
2,023
566
$74K 0.01%
+5,162
567
$74K 0.01%
2,050
+1,025
568
$74K 0.01%
654
-28
569
$74K 0.01%
1,679
570
$73K 0.01%
2,200
+1,100
571
$73K 0.01%
992
-800
572
$72K 0.01%
1,042
573
$71K 0.01%
812
574
$71K 0.01%
5,799
575
$71K 0.01%
2,350
+1,175
21 22
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