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
576
$52K 0.01%
+3,000
577
$51K 0.01%
+1,484
578
$51K 0.01%
+3,700
579
$51K 0.01%
+1,047
580
$51K 0.01%
+2,750
581
$51K 0.01%
+2,375
582
$51K 0.01%
+2,517
583
$51K 0.01%
+2,282
584
$50K 0.01%
+1,000
585
$50K 0.01%
+1,093
586
$50K 0.01%
+2,480
587
$50K 0.01%
+1,446
588
$49K 0.01%
+1,100
589
$49K 0.01%
+584
590
$49K 0.01%
+625
591
$49K 0.01%
+3,023
592
$49K 0.01%
+1,451
593
$48K 0.01%
+938
594
$48K 0.01%
+1,060
595
$48K 0.01%
+750
596
$48K 0.01%
+8,220
597
$47K 0.01%
+1,643
598
$47K 0.01%
+927
599
$46K 0.01%
+1,138
600
$45K 0.01%
+2,081
22 23
24
25 26