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
126
$541K 0.09%
5,594
+200
127
$539K 0.09%
7,222
-492
128
$535K 0.09%
6,345
129
$535K 0.09%
14,789
+2,292
130
$534K 0.09%
14,464
+348
131
$533K 0.09%
6,027
132
$525K 0.08%
10,506
133
$524K 0.08%
12,041
-424
134
$519K 0.08%
20,713
135
$515K 0.08%
14,391
+1,189
136
$505K 0.08%
15,350
+2,880
137
$501K 0.08%
13,766
-329
138
$494K 0.08%
8,800
-475
139
$494K 0.08%
11,750
140
$491K 0.08%
5,580
-315
141
$488K 0.08%
6,872
+1,278
142
$488K 0.08%
82,455
143
$486K 0.08%
8,000
144
$483K 0.08%
19,783
-1,264
145
$472K 0.08%
7,225
+443
146
$471K 0.08%
3,597
+335
147
$470K 0.08%
13,380
-405
148
$458K 0.07%
5,046
+629
149
$455K 0.07%
12,396
+1,580
150
$455K 0.07%
22,885
-9,080
4 5
6
7 8