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
701
$49K 0.01%
+824
702
$49K 0.01%
1,912
+132
703
$49K 0.01%
+6,943
704
$48K 0.01%
+2,430
705
$48K 0.01%
2,000
706
$48K 0.01%
2,961
707
$48K 0.01%
669
708
$47K 0.01%
+1,292
709
$47K 0.01%
3,468
710
$47K 0.01%
1,500
711
$46K 0.01%
816
712
$46K 0.01%
1,000
713
$46K 0.01%
1,877
714
$46K 0.01%
1,109
+105
715
$46K 0.01%
2,800
+400
716
$45K 0.01%
2,545
717
$45K 0.01%
+3,010
718
$44K 0.01%
+2,665
719
$44K 0.01%
+1,297
720
$44K 0.01%
+13,185
721
$44K 0.01%
974
-250
722
$44K 0.01%
477
-100
723
$44K 0.01%
1,200
724
$43K 0.01%
1,247
725
$43K 0.01%
1,800
27 28
29
30 31