MCM

Manchester Capital Management Portfolio holdings

AUM $737M
1-Year Est. Return 17.4%
This Fund
S&P 500
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 48.47%
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
851
$7K ﹤0.01%
+346
852
$7K ﹤0.01%
+402
853
$7K ﹤0.01%
+429
854
$7K ﹤0.01%
+500
855
$6K ﹤0.01%
+140
856
$6K ﹤0.01%
+236
857
$6K ﹤0.01%
+228
858
$6K ﹤0.01%
+724
859
$6K ﹤0.01%
+190
860
$6K ﹤0.01%
+241
861
$6K ﹤0.01%
+124
862
$6K ﹤0.01%
+91
863
$6K ﹤0.01%
+335
864
$6K ﹤0.01%
+80
865
$6K ﹤0.01%
+44
866
$6K ﹤0.01%
+126
867
$5K ﹤0.01%
+115
868
$5K ﹤0.01%
+136
869
$5K ﹤0.01%
+79
870
$5K ﹤0.01%
+169
871
$5K ﹤0.01%
+200
872
$5K ﹤0.01%
+852
873
$5K ﹤0.01%
+193
874
$5K ﹤0.01%
+1
875
$5K ﹤0.01%
+256
33 34
35
36 37