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
626
$50K 0.01%
900
627
$50K 0.01%
837
628
$49K 0.01%
1,094
629
$49K 0.01%
2,551
630
$49K 0.01%
3,692
631
$49K 0.01%
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632
$48K 0.01%
2,545
633
$48K 0.01%
1,877
634
$48K 0.01%
600
635
$47K 0.01%
2,000
-480
636
$47K 0.01%
1,527
+812
637
$46K 0.01%
146
638
$46K 0.01%
242
639
$45K 0.01%
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640
$45K 0.01%
3,468
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641
$44K 0.01%
845
642
$44K 0.01%
1,128
643
$44K 0.01%
1,850
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644
$43K 0.01%
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645
$43K 0.01%
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646
$43K 0.01%
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647
$43K 0.01%
10,000
648
$42K 0.01%
+3,660
649
$42K 0.01%
714
650
$41K 0.01%
+1,000
24 25
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