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
951
$8K ﹤0.01%
400
-100
952
$8K ﹤0.01%
450
953
$8K ﹤0.01%
+298
954
$8K ﹤0.01%
550
955
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241
956
$8K ﹤0.01%
+500
957
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206
958
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959
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960
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961
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+224
962
$7K ﹤0.01%
852
963
$7K ﹤0.01%
340
964
$7K ﹤0.01%
+729
965
$7K ﹤0.01%
114
-100
966
$7K ﹤0.01%
256
967
$7K ﹤0.01%
66
968
$7K ﹤0.01%
399
-100
969
$7K ﹤0.01%
+123
970
$6K ﹤0.01%
+79
971
$6K ﹤0.01%
+73
972
$6K ﹤0.01%
492
973
$6K ﹤0.01%
+350
974
$6K ﹤0.01%
314
975
$6K ﹤0.01%
+258
37 38
39
40 41