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
651
$41K 0.01%
1,247
652
$41K 0.01%
1,531
-4,082
653
$41K 0.01%
+1,200
654
$41K 0.01%
1,500
655
$40K 0.01%
816
656
$40K 0.01%
1,649
657
$40K 0.01%
514
658
$40K 0.01%
550
659
$40K 0.01%
669
-72
660
$39K 0.01%
+676
661
$39K 0.01%
1,000
662
$39K 0.01%
1,800
663
$39K 0.01%
2,156
-61
664
$38K 0.01%
2,400
665
$37K 0.01%
+800
666
$37K 0.01%
622
+200
667
$37K 0.01%
168
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668
$37K 0.01%
2,484
669
$37K 0.01%
908
670
$36K 0.01%
520
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671
$35K 0.01%
470
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672
$35K 0.01%
+308
673
$35K 0.01%
1,600
674
$35K 0.01%
4,150
675
$34K 0.01%
1,248
-496
25 26
27
28 29