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
$752M
AUM Growth
+$128M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,151
New
Increased
Reduced
Closed

Top Buys

1
+$97.2M
2
+$7.55M
3
+$3.71M
4
DVA icon
DaVita
DVA
+$1M
5
GRA
W.R. Grace & Co.
GRA
+$823K

Top Sells

1
+$94.4M
2
+$9.64M
3
+$4.41M
4
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$3.87M
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$2.45M

Sector Composition

1 Industrials 41.09%
2 Technology 5.22%
3 Healthcare 5.07%
4 Energy 4.18%
5 Financials 2.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$70K 0.01%
+2,264
627
$70K 0.01%
1,337
628
$70K 0.01%
+3,066
629
$70K 0.01%
800
630
$70K 0.01%
697
631
$69K 0.01%
2,050
632
$69K 0.01%
500
633
$68K 0.01%
1,325
+899
634
$68K 0.01%
+4,208
635
$68K 0.01%
651
+560
636
$68K 0.01%
+3,975
637
$67K 0.01%
1,000
638
$66K 0.01%
555
639
$66K 0.01%
477
640
$66K 0.01%
+16,030
641
$66K 0.01%
+3,930
642
$65K 0.01%
582
+480
643
$65K 0.01%
2,800
644
$65K 0.01%
+1,322
645
$65K 0.01%
+1,000
646
$64K 0.01%
1,043
647
$64K 0.01%
6,420
648
$64K 0.01%
2,538
+372
649
$64K 0.01%
1,548
650
$64K 0.01%
1,415
+1,040
24 25
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