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
$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
Consumers Staples Select Sector SPDR Fund
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 5.6%
4 Energy 3.24%
5 Consumer Staples 2.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
926
$2K ﹤0.01%
+83
927
$2K ﹤0.01%
50
928
$2K ﹤0.01%
37
929
$2K ﹤0.01%
60
930
$2K ﹤0.01%
+15
931
$2K ﹤0.01%
+100
932
$2K ﹤0.01%
+53
933
$2K ﹤0.01%
+200
934
$2K ﹤0.01%
400
935
$1K ﹤0.01%
8
936
$1K ﹤0.01%
9
937
$1K ﹤0.01%
30
938
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56
-133
939
$1K ﹤0.01%
38
940
– –
0
941
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7
-7
942
$1K ﹤0.01%
34
943
$1K ﹤0.01%
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944
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945
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76
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946
$1K ﹤0.01%
36
-36
947
– –
0
948
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41
-126
949
$1K ﹤0.01%
3
950
– –
-410
36 37
38
39 40