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
$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
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$3.87M
5
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$2.45M

Sector Composition

1 Industrials 41.1%
2 Technology 5.21%
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
776
$31K ﹤0.01%
422
-200
777
$31K ﹤0.01%
+2,340
778
$31K ﹤0.01%
+535
779
$31K ﹤0.01%
350
780
$30K ﹤0.01%
4,150
781
$30K ﹤0.01%
408
782
$30K ﹤0.01%
521
783
$29K ﹤0.01%
603
+550
784
$29K ﹤0.01%
+901
785
$29K ﹤0.01%
3,463
-6,226
786
$29K ﹤0.01%
465
-29
787
$28K ﹤0.01%
691
788
$28K ﹤0.01%
800
789
$28K ﹤0.01%
876
790
$28K ﹤0.01%
546
791
$28K ﹤0.01%
865
+201
792
$27K ﹤0.01%
277
793
$27K ﹤0.01%
664
+564
794
$27K ﹤0.01%
+1,190
795
$27K ﹤0.01%
+2,981
796
$27K ﹤0.01%
388
-132
797
$27K ﹤0.01%
+467
798
$27K ﹤0.01%
410
+14
799
$27K ﹤0.01%
+1,603
800
$27K ﹤0.01%
1,680
+1,080
30 31
32
33 34