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
751
$15K ﹤0.01%
+350
752
$15K ﹤0.01%
+86
753
$15K ﹤0.01%
+331
754
$15K ﹤0.01%
+244
755
$15K ﹤0.01%
+376
756
$14K ﹤0.01%
+50
757
$14K ﹤0.01%
+507
758
$14K ﹤0.01%
+528
759
$14K ﹤0.01%
+496
760
$13K ﹤0.01%
+385
761
$13K ﹤0.01%
+307
762
$13K ﹤0.01%
+400
763
$13K ﹤0.01%
+1,192
764
$13K ﹤0.01%
+710
765
$13K ﹤0.01%
+15
766
$13K ﹤0.01%
+907
767
$13K ﹤0.01%
+208
768
$13K ﹤0.01%
+800
769
$13K ﹤0.01%
+500
770
$12K ﹤0.01%
+50
771
$12K ﹤0.01%
+914
772
$12K ﹤0.01%
+1,000
773
$12K ﹤0.01%
+172
774
$12K ﹤0.01%
+392
775
$12K ﹤0.01%
+334
29 30
31
32 33