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
726
$19K ﹤0.01%
+572
727
$19K ﹤0.01%
+1,200
728
$19K ﹤0.01%
+850
729
$18K ﹤0.01%
+700
730
$18K ﹤0.01%
+270
731
$18K ﹤0.01%
+950
732
$18K ﹤0.01%
+275
733
$18K ﹤0.01%
+388
734
$18K ﹤0.01%
+1,056
735
$17K ﹤0.01%
+135
736
$17K ﹤0.01%
+275
737
$17K ﹤0.01%
+400
738
$17K ﹤0.01%
+142
739
$16K ﹤0.01%
+836
740
$16K ﹤0.01%
+402
741
$16K ﹤0.01%
+2,250
742
$16K ﹤0.01%
+1,678
743
$16K ﹤0.01%
+1,385
744
$16K ﹤0.01%
+277
745
$16K ﹤0.01%
+600
746
$16K ﹤0.01%
+426
747
$16K ﹤0.01%
+203
748
$16K ﹤0.01%
+2,400
749
$16K ﹤0.01%
+664
750
$16K ﹤0.01%
+169
28 29
30
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