MCM

Manchester Capital Management Portfolio holdings

AUM $735M
1-Year Est. Return 20.06%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.06%
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
+$94.4M
2
+$6.92M
3
+$3.48M
4
DVA icon
DaVita
DVA
+$963K
5
GRA
W.R. Grace & Co.
GRA
+$820K

Top Sells

1
+$94.3M
2
+$9.43M
3
+$4.26M
4
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$3.84M
5
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$2.37M

Sector Composition

1 Industrials 41.11%
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%
+901
784
$29K ﹤0.01%
3,463
-6,226
785
$29K ﹤0.01%
465
-29
786
$29K ﹤0.01%
603
+550
787
$28K ﹤0.01%
691
788
$28K ﹤0.01%
800
789
$28K ﹤0.01%
546
790
$28K ﹤0.01%
1,298
+302
791
$28K ﹤0.01%
876
792
$27K ﹤0.01%
1,680
+1,080
793
$27K ﹤0.01%
+212
794
$27K ﹤0.01%
277
795
$27K ﹤0.01%
664
+564
796
$27K ﹤0.01%
+1,190
797
$27K ﹤0.01%
+2,981
798
$27K ﹤0.01%
388
-132
799
$27K ﹤0.01%
+467
800
$27K ﹤0.01%
410
+14
30 31
32
33 34