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
701
$22K ﹤0.01%
+10,000
702
$22K ﹤0.01%
+2,000
703
$22K ﹤0.01%
+408
704
$22K ﹤0.01%
+450
705
$21K ﹤0.01%
+800
706
$21K ﹤0.01%
+373
707
$21K ﹤0.01%
+329
708
$21K ﹤0.01%
+691
709
$21K ﹤0.01%
+350
710
$20K ﹤0.01%
+432
711
$20K ﹤0.01%
+562
712
$20K ﹤0.01%
+526
713
$20K ﹤0.01%
+300
714
$20K ﹤0.01%
+570
715
$20K ﹤0.01%
+422
716
$20K ﹤0.01%
+449
717
$20K ﹤0.01%
+1,250
718
$20K ﹤0.01%
+302
719
$20K ﹤0.01%
+410
720
$20K ﹤0.01%
+428
721
$20K ﹤0.01%
+715
722
$20K ﹤0.01%
+813
723
$19K ﹤0.01%
+544
724
$19K ﹤0.01%
+274
725
$19K ﹤0.01%
+321
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