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
101
$688K 0.11%
14,310
+335
102
$687K 0.11%
40,245
+1,500
103
$679K 0.11%
14,855
+1,860
104
$676K 0.11%
18,850
+1,410
105
$667K 0.11%
20,652
106
$650K 0.1%
11,341
+1,850
107
$643K 0.1%
15,009
+278
108
$640K 0.1%
25,568
+1,148
109
$639K 0.1%
+2,938
110
$638K 0.1%
9,170
-495
111
$631K 0.1%
18,380
-1,000
112
$630K 0.1%
10,090
-545
113
$626K 0.1%
37,200
+3,060
114
$626K 0.1%
22,836
+1,168
115
$606K 0.1%
9,856
116
$600K 0.1%
4,887
-323
117
$591K 0.09%
8,849
+200
118
$590K 0.09%
13,610
-730
119
$587K 0.09%
29,525
120
$578K 0.09%
23,500
121
$577K 0.09%
8,795
+905
122
$566K 0.09%
7,235
-395
123
$562K 0.09%
45,945
-2,460
124
$553K 0.09%
7,980
-430
125
$542K 0.09%
6,662
-550
3 4
5
6 7