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
$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
Consumers Staples Select Sector SPDR Fund
XLP
+$3.87M
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$2.45M

Sector Composition

1 Industrials 41.09%
2 Technology 5.22%
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
801
$27K ﹤0.01%
388
-132
802
$27K ﹤0.01%
+467
803
$27K ﹤0.01%
410
+14
804
$27K ﹤0.01%
+1,603
805
$26K ﹤0.01%
277
806
$26K ﹤0.01%
+482
807
$26K ﹤0.01%
1,000
808
$26K ﹤0.01%
169
809
$26K ﹤0.01%
+1,718
810
$26K ﹤0.01%
813
811
$25K ﹤0.01%
1,100
812
$25K ﹤0.01%
669
813
$25K ﹤0.01%
+500
814
$24K ﹤0.01%
+627
815
$24K ﹤0.01%
550
816
$24K ﹤0.01%
54
817
$24K ﹤0.01%
479
-26
818
$23K ﹤0.01%
522
+23
819
$23K ﹤0.01%
+683
820
$23K ﹤0.01%
810
821
$23K ﹤0.01%
4
822
$23K ﹤0.01%
1,319
823
$23K ﹤0.01%
1,056
824
$23K ﹤0.01%
+1,845
825
$22K ﹤0.01%
398
31 32
33
34 35