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
826
$22K ﹤0.01%
+869
827
$22K ﹤0.01%
357
+77
828
$22K ﹤0.01%
374
-340
829
$22K ﹤0.01%
75
830
$22K ﹤0.01%
410
831
$21K ﹤0.01%
300
-4,875
832
$21K ﹤0.01%
776
833
$21K ﹤0.01%
334
+34
834
$21K ﹤0.01%
275
835
$21K ﹤0.01%
+1,494
836
$20K ﹤0.01%
400
837
$20K ﹤0.01%
229
838
$20K ﹤0.01%
317
839
$20K ﹤0.01%
187
840
$20K ﹤0.01%
172
841
$20K ﹤0.01%
+537
842
$19K ﹤0.01%
402
843
$19K ﹤0.01%
700
844
$19K ﹤0.01%
75
845
$19K ﹤0.01%
2,400
846
$19K ﹤0.01%
+400
847
$19K ﹤0.01%
1,000
848
$18K ﹤0.01%
1,691
849
$18K ﹤0.01%
307
850
$18K ﹤0.01%
600
32 33
34
35 36