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
976
$6K ﹤0.01%
+131
977
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21
978
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193
979
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733
-66
980
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-22
981
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1,000
982
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120
983
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63
984
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518
-354
985
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115
986
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987
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988
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133
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169
990
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275
+50
991
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995
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136
996
$4K ﹤0.01%
+98
997
$4K ﹤0.01%
+77
998
$4K ﹤0.01%
184
999
$4K ﹤0.01%
75
1000
$4K ﹤0.01%
106
38 39
40
41 42