MCM

Manchester Capital Management Portfolio holdings

AUM $735M
1-Year Est. Return 20.06%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.06%
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
+$94.4M
2
+$6.92M
3
+$3.48M
4
DVA icon
DaVita
DVA
+$963K
5
GRA
W.R. Grace & Co.
GRA
+$820K

Top Sells

1
+$94.3M
2
+$9.43M
3
+$4.26M
4
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$3.84M
5
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$2.37M

Sector Composition

1 Industrials 41.11%
2 Technology 5.21%
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%
+298
952
$8K ﹤0.01%
550
953
$8K ﹤0.01%
241
954
$8K ﹤0.01%
+500
955
$8K ﹤0.01%
230
956
$8K ﹤0.01%
+193
957
$7K ﹤0.01%
66
958
$7K ﹤0.01%
206
959
$7K ﹤0.01%
+236
960
$7K ﹤0.01%
236
961
$7K ﹤0.01%
+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%
399
-100
968
$7K ﹤0.01%
+123
969
$7K ﹤0.01%
+187
970
$6K ﹤0.01%
+131
971
$6K ﹤0.01%
492
972
$6K ﹤0.01%
+350
973
$6K ﹤0.01%
314
974
$6K ﹤0.01%
+258
975
$6K ﹤0.01%
21
37 38
39
40 41