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
776
$12K ﹤0.01%
+704
777
$12K ﹤0.01%
+900
778
$11K ﹤0.01%
+212
779
$11K ﹤0.01%
+467
780
$11K ﹤0.01%
+280
781
$11K ﹤0.01%
+215
782
$11K ﹤0.01%
+1,236
783
$11K ﹤0.01%
+192
784
$11K ﹤0.01%
+205
785
$11K ﹤0.01%
+187
786
$11K ﹤0.01%
+236
787
$11K ﹤0.01%
+109
788
$11K ﹤0.01%
+163
789
$11K ﹤0.01%
+682
790
$11K ﹤0.01%
+238
791
$11K ﹤0.01%
+1,100
792
$10K ﹤0.01%
+285
793
$10K ﹤0.01%
+2,408
794
$10K ﹤0.01%
+214
795
$10K ﹤0.01%
+90
796
$10K ﹤0.01%
+255
797
$10K ﹤0.01%
+500
798
$10K ﹤0.01%
+189
799
$10K ﹤0.01%
+294
800
$10K ﹤0.01%
+160
30 31
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