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
626
$39K 0.01%
+1,725
627
$39K 0.01%
+242
628
$39K 0.01%
+1,247
629
$39K 0.01%
+2,736
630
$39K 0.01%
+974
631
$39K 0.01%
+10,000
632
$38K 0.01%
+658
633
$38K 0.01%
+311
634
$38K 0.01%
+2,539
635
$37K 0.01%
+1,128
636
$37K 0.01%
+1,250
637
$37K 0.01%
+1,328
638
$37K 0.01%
+2,789
639
$37K 0.01%
+4,150
640
$36K 0.01%
+3,375
641
$36K 0.01%
+1,903
642
$36K 0.01%
+965
643
$35K 0.01%
+1,500
644
$35K 0.01%
+1,420
645
$35K 0.01%
+1,823
646
$35K 0.01%
+1,179
647
$35K 0.01%
+175
648
$35K 0.01%
+1,639
649
$34K 0.01%
+1,000
650
$34K 0.01%
+600
24 25
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27 28