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
$630M
AUM Growth
-$102K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
590
New
Increased
Reduced
Closed

Top Buys

1
+$1.7M
2
+$1.12M
3
+$929K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$821K
5
QCOM icon
Qualcomm
QCOM
+$747K

Top Sells

1
+$3.25M
2
+$2.77M
3
+$1.63M
4
UPS icon
United Parcel Service
UPS
+$1.02M
5
SPG icon
Simon Property Group
SPG
+$861K

Sector Composition

1 Industrials 42.35%
2 Healthcare 4.09%
3 Technology 2.95%
4 Financials 2.84%
5 Energy 2.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$566K 0.09%
8,753
-550
102
$565K 0.09%
4,433
+1,150
103
– –
0
104
$562K 0.09%
8,044
-381
105
$545K 0.09%
7,297
-100
106
$544K 0.09%
43,183
107
$538K 0.09%
15,909
108
$529K 0.08%
9,606
109
$521K 0.08%
18,984
110
$521K 0.08%
26,858
111
$513K 0.08%
8,000
112
$513K 0.08%
+7,400
113
$508K 0.08%
20,729
114
$494K 0.08%
18,063
115
$482K 0.08%
4,954
116
$482K 0.08%
9,853
117
$478K 0.08%
12,902
118
$476K 0.08%
7,641
119
$474K 0.08%
9,753
+20
120
$472K 0.07%
15,376
121
$470K 0.07%
13,761
+30
122
$458K 0.07%
89,255
123
$456K 0.07%
20,234
124
$456K 0.07%
11,250
125
$453K 0.07%
17,180
+1,545
3 4
5
6 7