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
901
$3K ﹤0.01%
+251
902
$2K ﹤0.01%
+53
903
$2K ﹤0.01%
+67
904
$2K ﹤0.01%
+34
905
$2K ﹤0.01%
+60
906
$2K ﹤0.01%
+350
907
$2K ﹤0.01%
+63
908
$2K ﹤0.01%
+898
909
$2K ﹤0.01%
+75
910
$2K ﹤0.01%
+132
911
$1K ﹤0.01%
+9
912
$1K ﹤0.01%
+23
913
$1K ﹤0.01%
+58
914
$1K ﹤0.01%
+63
915
$1K ﹤0.01%
+25
916
$1K ﹤0.01%
+400
917
$1K ﹤0.01%
+28
918
$1K ﹤0.01%
+26
919
$1K ﹤0.01%
+35
920
$1K ﹤0.01%
+123
921
$1K ﹤0.01%
+145
922
$1K ﹤0.01%
+63
923
$1K ﹤0.01%
+3
924
– –
0
925
$0 ﹤0.01%
+12
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