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
601
$45K 0.01%
+3,948
602
$45K 0.01%
+1,300
603
$45K 0.01%
+3,225
604
$45K 0.01%
+800
605
$45K 0.01%
+1,039
606
$44K 0.01%
+783
607
$44K 0.01%
+900
608
$43K 0.01%
+169
609
$43K 0.01%
+3,300
610
$43K 0.01%
+2,108
611
$43K 0.01%
+1,679
612
$43K 0.01%
+925
613
$43K 0.01%
+1,044
614
$42K 0.01%
+723
615
$42K 0.01%
+1,300
616
$42K 0.01%
+944
617
$42K 0.01%
+2,960
618
$42K 0.01%
+2,710
619
$41K 0.01%
+1,307
620
$41K 0.01%
+876
621
$41K 0.01%
+418
622
$41K 0.01%
+1,800
623
$41K 0.01%
+3,692
624
$40K 0.01%
+4,855
625
$39K 0.01%
+1,625
23 24
25
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