MCM
Manchester Capital Management Portfolio holdings
AUM
$760M
1-Year Return
13.71%
This Quarter Return
-2.25%
1 Year Return
+13.71%
3 Year Return
+53.61%
5 Year Return
+110.29%
10 Year Return
+213.28%
AUM
$624M
AUM Growth
-$18.5M
(-2.9%)
Cap. Flow
-$1.35M
Cap. Flow
% of AUM
-0.22%
Top 10 Holdings %
Top 10 Hldgs %
56.32%
Holding
1,037
New
121
Increased
267
Reduced
247
Closed
37
Top Buys
| 1 |
United Parcel Service
UPS
|
+$4.09M |
| 2 |
Health Care Select Sector SPDR Fund
XLV
|
+$2.26M |
| 3 |
Technology Select Sector SPDR Fund
XLK
|
+$2.09M |
| 4 |
Consumers Staples Select Sector SPDR Fund
XLP
|
+$1.86M |
| 5 |
Berkshire Hathaway Class A
BRK.A
|
+$930K |
Top Sells
| 1 |
Berkshire Hathaway Class B
BRK.B
|
+$7.5M |
| 2 |
Invesco DB Agriculture Fund
DBA
|
+$3.72M |
| 3 |
Alphabet (Google) Class C
GOOG
|
+$3.55M |
| 4 |
iShares MSCI Emerging Markets ETF
EEM
|
+$1.93M |
| 5 |
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% |
