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
51
$1.46M 0.19%
37,085
-19
52
$1.4M 0.19%
20,605
53
$1.4M 0.19%
17,243
+996
54
$1.36M 0.18%
37,398
-365
55
$1.35M 0.18%
15,977
-382
56
$1.31M 0.17%
32,383
-384
57
$1.3M 0.17%
15,204
-511
58
$1.26M 0.17%
10,531
-807
59
$1.24M 0.17%
14,509
+130
60
$1.22M 0.16%
16,059
61
$1.19M 0.16%
19,144
-169
62
$1.16M 0.15%
17,872
+1,454
63
$1.13M 0.15%
39,320
64
$1.07M 0.14%
9,278
+316
65
$1.05M 0.14%
10,371
66
$1.03M 0.14%
25,525
67
$1.01M 0.13%
14,020
+13,842
68
$1M 0.13%
12,080
+1,456
69
$972K 0.13%
12,086
-50
70
$970K 0.13%
11,486
71
$970K 0.13%
15,712
72
$922K 0.12%
7,793
+786
73
$899K 0.12%
7,067
-100
74
$898K 0.12%
9,462
+115
75
$893K 0.12%
8,867
-115
1 2
3
4 5