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
576
$71K 0.01%
2,244
+181
577
$70K 0.01%
3,450
+1,725
578
$70K 0.01%
2,000
579
$69K 0.01%
940
580
$68K 0.01%
555
-33
581
$68K 0.01%
1,000
-27,050
582
$68K 0.01%
500
583
$67K 0.01%
1,473
-41
584
$67K 0.01%
2,526
585
$67K 0.01%
1,000
+500
586
$67K 0.01%
850
+425
587
$66K 0.01%
686
588
$65K 0.01%
477
-300
589
$65K 0.01%
3,324
+114
590
$65K 0.01%
3,800
+1,900
591
$64K 0.01%
1,138
592
$64K 0.01%
6,420
+5,055
593
$63K 0.01%
1,600
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594
$63K 0.01%
920
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595
$63K 0.01%
2,128
+800
596
$62K 0.01%
4,000
+300
597
$62K 0.01%
1,548
598
$61K 0.01%
1,043
-158
599
$61K 0.01%
1,900
+950
600
$61K 0.01%
2,563
22 23
24
25 26