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
$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
State Street Consumer Staples Select Sector SPDR ETF
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 5.59%
4 Energy 3.24%
5 Consumer Staples 2.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
876
$5K ﹤0.01%
314
877
$5K ﹤0.01%
+200
878
$5K ﹤0.01%
169
879
$5K ﹤0.01%
101
880
$5K ﹤0.01%
233
881
$5K ﹤0.01%
152
882
$5K ﹤0.01%
120
883
$5K ﹤0.01%
+100
884
$5K ﹤0.01%
63
885
$4K ﹤0.01%
+100
886
$4K ﹤0.01%
+225
887
$4K ﹤0.01%
167
+67
888
$4K ﹤0.01%
+200
889
$4K ﹤0.01%
113
-278
890
$4K ﹤0.01%
243
891
$4K ﹤0.01%
31
-8
892
$4K ﹤0.01%
75
893
$4K ﹤0.01%
65
894
$4K ﹤0.01%
+136
895
$4K ﹤0.01%
60
-103
896
$3K ﹤0.01%
58
897
$3K ﹤0.01%
+200
898
$3K ﹤0.01%
100
899
$3K ﹤0.01%
184
900
$3K ﹤0.01%
390
-334
34 35
36
37 38