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
651
$64K 0.01%
+2,259
652
$64K 0.01%
850
653
$63K 0.01%
1,095
654
$63K 0.01%
2,081
655
$63K 0.01%
4,000
656
$63K 0.01%
3,210
-114
657
$63K 0.01%
1,855
+1,797
658
$63K 0.01%
1,679
659
$62K 0.01%
+861
660
$61K 0.01%
+3,463
661
$61K 0.01%
2,350
662
$60K 0.01%
672
+43
663
$60K 0.01%
1,042
664
$60K 0.01%
3,800
665
$59K 0.01%
1,308
666
$59K 0.01%
2,107
667
$59K 0.01%
3,178
-200
668
$58K 0.01%
+791
669
$58K 0.01%
+387
670
$58K 0.01%
+1,573
671
$58K 0.01%
1,126
672
$58K 0.01%
590
673
$58K 0.01%
500
674
$57K 0.01%
374
-200
675
$57K 0.01%
1,900
25 26
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