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
751
$37K ﹤0.01%
+3,069
752
$37K ﹤0.01%
+786
753
$37K ﹤0.01%
10,000
754
$36K ﹤0.01%
1,332
+166
755
$36K ﹤0.01%
1,453
756
$35K ﹤0.01%
+987
757
$35K ﹤0.01%
2,000
758
$35K ﹤0.01%
168
759
$34K ﹤0.01%
963
+250
760
$34K ﹤0.01%
857
761
$34K ﹤0.01%
500
-500
762
$33K ﹤0.01%
1,248
763
$33K ﹤0.01%
565
+149
764
$33K ﹤0.01%
1,600
765
$33K ﹤0.01%
555
766
$33K ﹤0.01%
+283
767
$32K ﹤0.01%
+682
768
$32K ﹤0.01%
411
769
$32K ﹤0.01%
69,520
770
$32K ﹤0.01%
665
771
$32K ﹤0.01%
+946
772
$32K ﹤0.01%
602
773
$32K ﹤0.01%
428
774
$32K ﹤0.01%
476
775
$31K ﹤0.01%
+2,340
29 30
31
32 33