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
826
$9K ﹤0.01%
475
827
$9K ﹤0.01%
207
828
$9K ﹤0.01%
450
829
$9K ﹤0.01%
241
830
$9K ﹤0.01%
350
831
$9K ﹤0.01%
317
832
$9K ﹤0.01%
499
+100
833
$9K ﹤0.01%
879
+375
834
$9K ﹤0.01%
510
835
$9K ﹤0.01%
174
836
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189
837
$8K ﹤0.01%
156
+130
838
$8K ﹤0.01%
100
839
$8K ﹤0.01%
630
+450
840
$8K ﹤0.01%
+623
841
$8K ﹤0.01%
150
842
$8K ﹤0.01%
125
+25
843
$8K ﹤0.01%
+600
844
$8K ﹤0.01%
550
845
$8K ﹤0.01%
+199
846
$8K ﹤0.01%
1,000
847
$8K ﹤0.01%
200
-32
848
$8K ﹤0.01%
850
849
$7K ﹤0.01%
206
-86
850
$7K ﹤0.01%
69
32 33
34
35 36