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
651
$34K 0.01%
+351
652
$33K 0.01%
+1,113
653
$33K 0.01%
+842
654
$33K 0.01%
+1,400
655
$33K 0.01%
+2,400
656
$32K 0.01%
+2,107
657
$32K 0.01%
+2,000
658
$32K 0.01%
+714
659
$31K 0.01%
+550
660
$31K 0.01%
+2,200
661
$30K 0.01%
+1,989
662
$30K 0.01%
+498
663
$30K 0.01%
+885
664
$30K 0.01%
+1,600
665
$30K 0.01%
+504
666
$29K 0.01%
+840
667
$29K 0.01%
+1,050
668
$29K 0.01%
+521
669
$29K 0.01%
+350
670
$29K 0.01%
+1,900
671
$29K 0.01%
+476
672
$29K 0.01%
+275
673
$28K 0.01%
+2,000
674
$28K 0.01%
+1,175
675
$28K 0.01%
+2,931
25 26
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