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
676
$57K 0.01%
1,039
677
$56K 0.01%
2,489
678
$56K 0.01%
+2,165
679
$56K 0.01%
+1,086
680
$56K 0.01%
1,705
-1,450
681
$56K 0.01%
+1,798
682
$55K 0.01%
3,992
+300
683
$55K 0.01%
+920
684
$54K 0.01%
1,556
+1,060
685
$54K 0.01%
1,151
+1,050
686
$54K 0.01%
+716
687
$53K 0.01%
2,700
688
$52K 0.01%
+8,719
689
$52K 0.01%
1,186
+24
690
$52K 0.01%
830
+100
691
$52K 0.01%
600
692
$52K 0.01%
837
693
$52K 0.01%
2,156
694
$51K 0.01%
2,551
695
$51K 0.01%
+1,625
696
$51K 0.01%
+1,081
697
$51K 0.01%
+4,000
698
$50K 0.01%
1,094
699
$50K 0.01%
704
+439
700
$50K 0.01%
944
26 27
28
29 30