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
726
$43K 0.01%
+253
727
$42K 0.01%
385
728
$41K 0.01%
676
729
$41K 0.01%
845
730
$41K 0.01%
+1,844
731
$41K 0.01%
514
732
$41K 0.01%
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733
$41K 0.01%
535
-405
734
$41K 0.01%
387
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735
$41K 0.01%
2,718
+234
736
$41K 0.01%
1,415
-112
737
$40K 0.01%
1,109
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738
$40K 0.01%
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739
$40K 0.01%
1,164
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740
$40K 0.01%
908
741
$40K 0.01%
1,067
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742
$39K 0.01%
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743
$38K 0.01%
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744
$38K 0.01%
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745
$38K 0.01%
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746
$38K 0.01%
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747
$38K 0.01%
+969
748
$37K ﹤0.01%
1,617
749
$37K ﹤0.01%
1,129
750
$37K ﹤0.01%
377
28 29
30
31 32