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
876
$5K ﹤0.01%
+136
877
$5K ﹤0.01%
+79
878
$4K ﹤0.01%
+39
879
$4K ﹤0.01%
+69
880
$4K ﹤0.01%
+189
881
$4K ﹤0.01%
+84
882
$4K ﹤0.01%
+133
883
$4K ﹤0.01%
+77
884
$4K ﹤0.01%
+500
885
$4K ﹤0.01%
+101
886
$4K ﹤0.01%
+113
887
$4K ﹤0.01%
+66
888
$4K ﹤0.01%
+243
889
$3K ﹤0.01%
+58
890
$3K ﹤0.01%
+100
891
$3K ﹤0.01%
+120
892
$3K ﹤0.01%
+75
893
$3K ﹤0.01%
+100
894
$3K ﹤0.01%
+77
895
$3K ﹤0.01%
+65
896
$3K ﹤0.01%
+40
897
$3K ﹤0.01%
+151
898
$3K ﹤0.01%
+100
899
$3K ﹤0.01%
+100
900
$3K ﹤0.01%
+233
34 35
36
37 38