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
876
$13K ﹤0.01%
411
-39
877
$13K ﹤0.01%
318
878
$13K ﹤0.01%
800
879
$13K ﹤0.01%
192
880
$13K ﹤0.01%
134
+94
881
$13K ﹤0.01%
90
882
$13K ﹤0.01%
+156
883
$12K ﹤0.01%
467
884
$12K ﹤0.01%
215
885
$12K ﹤0.01%
1,192
886
$12K ﹤0.01%
141
-229
887
$12K ﹤0.01%
+92
888
$12K ﹤0.01%
287
-4,188
889
$12K ﹤0.01%
177
890
$12K ﹤0.01%
+200
891
$12K ﹤0.01%
+994
892
$12K ﹤0.01%
236
893
$12K ﹤0.01%
722
+58
894
$12K ﹤0.01%
109
895
$11K ﹤0.01%
302
896
$11K ﹤0.01%
225
-2,726
897
$11K ﹤0.01%
100
898
$11K ﹤0.01%
203
899
$11K ﹤0.01%
900
900
$11K ﹤0.01%
236
34 35
36
37 38