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
801
$10K ﹤0.01%
+167
802
$10K ﹤0.01%
+100
803
$10K ﹤0.01%
+220
804
$10K ﹤0.01%
+225
805
$10K ﹤0.01%
+776
806
$10K ﹤0.01%
+154
807
$10K ﹤0.01%
+331
808
$10K ﹤0.01%
+1,365
809
$10K ﹤0.01%
+303
810
$10K ﹤0.01%
+200
811
$9K ﹤0.01%
+128
812
$9K ﹤0.01%
+328
813
$9K ﹤0.01%
+517
814
$9K ﹤0.01%
+1,249
815
$9K ﹤0.01%
+350
816
$9K ﹤0.01%
+347
817
$9K ﹤0.01%
+611
818
$9K ﹤0.01%
+273
819
$9K ﹤0.01%
+164
820
$9K ﹤0.01%
+348
821
$8K ﹤0.01%
+204
822
$8K ﹤0.01%
+534
823
$8K ﹤0.01%
+1,010
824
$8K ﹤0.01%
+179
825
$8K ﹤0.01%
+134
31 32
33
34 35