MCM

Manchester Capital Management Portfolio holdings

AUM $737M
1-Year Est. Return 17.4%
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 48.46%
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
101
$551K 0.1%
+15,565
102
$548K 0.1%
+11,750
103
$540K 0.1%
+10,400
104
$537K 0.1%
+25,746
105
$530K 0.1%
+10,610
106
$529K 0.1%
+8,480
107
$525K 0.1%
+14,519
108
$524K 0.1%
+9,856
109
$521K 0.1%
+20,798
110
$521K 0.1%
+15,120
111
$515K 0.1%
+10,000
112
$506K 0.09%
+38,745
113
$503K 0.09%
+10,635
114
$501K 0.09%
+9,189
115
$501K 0.09%
+30,027
116
$499K 0.09%
+7,212
117
$498K 0.09%
+35,860
118
$497K 0.09%
+5,867
119
$496K 0.09%
+2,307
120
$495K 0.09%
+8,295
121
$492K 0.09%
+6,214
122
$492K 0.09%
+10,772
123
$490K 0.09%
+9,391
124
$487K 0.09%
+27,741
125
$475K 0.09%
+14,340
3 4
5
6 7