MCM

Manchester Capital Management Portfolio holdings

AUM $737M
1-Year Est. Return 17.4%
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 48.46%
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
826
$8K ﹤0.01%
+507
827
$8K ﹤0.01%
+2,800
828
$8K ﹤0.01%
+236
829
$8K ﹤0.01%
+294
830
$8K ﹤0.01%
+94
831
$8K ﹤0.01%
+461
832
$8K ﹤0.01%
+124
833
$8K ﹤0.01%
+232
834
$7K ﹤0.01%
+278
835
$7K ﹤0.01%
+89
836
$7K ﹤0.01%
+346
837
$7K ﹤0.01%
+402
838
$7K ﹤0.01%
+208
839
$7K ﹤0.01%
+61
840
$7K ﹤0.01%
+302
841
$7K ﹤0.01%
+327
842
$7K ﹤0.01%
+119
843
$7K ﹤0.01%
+135
844
$7K ﹤0.01%
+23
845
$7K ﹤0.01%
+356
846
$7K ﹤0.01%
+124
847
$7K ﹤0.01%
+900
848
$7K ﹤0.01%
+705
849
$7K ﹤0.01%
+429
850
$7K ﹤0.01%
+500
32 33
34
35 36