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
601
$61K 0.01%
3,600
+1,800
602
$61K 0.01%
2,350
+1,175
603
$60K 0.01%
2,081
604
$60K 0.01%
2,736
605
$60K 0.01%
2,800
+1,400
606
$60K 0.01%
697
607
$59K 0.01%
1,095
+1,020
608
$59K 0.01%
2,170
609
$58K 0.01%
2,700
+1,725
610
$57K 0.01%
577
+275
611
$55K 0.01%
2,107
612
$55K 0.01%
1,126
613
$55K 0.01%
590
+550
614
$55K 0.01%
3,378
615
$53K 0.01%
944
616
$53K 0.01%
7,200
+200
617
$53K 0.01%
629
618
$53K 0.01%
+500
619
$52K 0.01%
2,166
620
$51K 0.01%
2,489
621
$51K 0.01%
1,308
622
$51K 0.01%
1,162
-2,800
623
$51K 0.01%
1,192
624
$51K 0.01%
1,224
+250
625
$51K 0.01%
+1,039
23 24
25
26 27