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
$624M
AUM Growth
-$18.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,037
New
Increased
Reduced
Closed

Top Buys

1
+$4.09M
2
+$2.26M
3
+$2.09M
4
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$1.86M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$930K

Top Sells

1
+$7.5M
2
+$3.72M
3
+$3.55M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$1.93M
5
CHKP icon
Check Point Software Technologies
CHKP
+$1.84M

Sector Composition

1 Industrials 48.75%
2 Healthcare 5.66%
3 Technology 5.6%
4 Energy 3.24%
5 Consumer Staples 2.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
$11K ﹤0.01%
255
802
$11K ﹤0.01%
425
803
$11K ﹤0.01%
94
804
$11K ﹤0.01%
109
805
$11K ﹤0.01%
330
806
$11K ﹤0.01%
124
807
$11K ﹤0.01%
254
808
$10K ﹤0.01%
+2,408
809
$10K ﹤0.01%
+278
810
$10K ﹤0.01%
1,010
811
$10K ﹤0.01%
203
-22
812
$10K ﹤0.01%
177
-25
813
$10K ﹤0.01%
+121
814
$10K ﹤0.01%
500
+100
815
$10K ﹤0.01%
664
816
$10K ﹤0.01%
872
+190
817
$9K ﹤0.01%
302
818
$9K ﹤0.01%
328
819
$9K ﹤0.01%
135
820
$9K ﹤0.01%
356
821
$9K ﹤0.01%
620
+26
822
$9K ﹤0.01%
125
823
$9K ﹤0.01%
180
824
$9K ﹤0.01%
+500
825
$9K ﹤0.01%
300
31 32
33
34 35