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
126
$444K 0.07%
6,623
127
$443K 0.07%
7,518
+6,000
128
$442K 0.07%
7,868
+3,021
129
$440K 0.07%
48,380
-100
130
$432K 0.07%
20,724
+300
131
$423K 0.07%
4,585
132
$414K 0.07%
+14,100
133
$412K 0.07%
5,304
-1,376
134
$410K 0.07%
2
135
$409K 0.06%
21,600
+4,005
136
$405K 0.06%
7,506
+24
137
$394K 0.06%
3,761
138
$393K 0.06%
7,581
+235
139
$390K 0.06%
17,060
-1,370
140
$387K 0.06%
8,600
141
$385K 0.06%
3,021
142
$377K 0.06%
11,410
143
$376K 0.06%
14,831
144
$372K 0.06%
45,760
-12,450
145
$371K 0.06%
3,813
146
$365K 0.06%
9,411
147
$363K 0.06%
8,361
-174
148
$357K 0.06%
2,312
149
$355K 0.06%
+375
150
$351K 0.06%
3,502
4 5
6
7 8