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
851
$18K ﹤0.01%
581
852
$18K ﹤0.01%
208
853
$18K ﹤0.01%
372
854
$18K ﹤0.01%
205
855
$18K ﹤0.01%
440
-188
856
$18K ﹤0.01%
+1,490
857
$17K ﹤0.01%
650
858
$17K ﹤0.01%
+141
859
$17K ﹤0.01%
10,000
860
$17K ﹤0.01%
215
861
$17K ﹤0.01%
+699
862
$17K ﹤0.01%
700
-1,150
863
$17K ﹤0.01%
509
-60
864
$16K ﹤0.01%
528
865
$16K ﹤0.01%
276
-129
866
$16K ﹤0.01%
1,383
867
$16K ﹤0.01%
102
+95
868
$16K ﹤0.01%
189
869
$15K ﹤0.01%
+420
870
$15K ﹤0.01%
176
871
$14K ﹤0.01%
212
872
$14K ﹤0.01%
205
-100
873
$14K ﹤0.01%
522
874
$14K ﹤0.01%
+158
875
$13K ﹤0.01%
278
33 34
35
36 37