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
151
$445K 0.07%
8,240
152
$445K 0.07%
15,224
-994
153
$444K 0.07%
52,290
-2,800
154
$443K 0.07%
100,440
+9,920
155
$442K 0.07%
9,741
+1,625
156
$438K 0.07%
2,957
157
$428K 0.07%
+11,445
158
$427K 0.07%
6,445
-402
159
$426K 0.07%
6,455
-350
160
$424K 0.07%
14,348
-52
161
$424K 0.07%
8,107
+107
162
$423K 0.07%
28,368
163
$421K 0.07%
18,098
-7,522
164
$412K 0.07%
17,215
-45
165
$412K 0.07%
6,233
+861
166
$406K 0.07%
9,030
+1,440
167
$405K 0.07%
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168
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42,500
+8,500
169
$401K 0.06%
13,220
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170
$400K 0.06%
+7,730
171
$400K 0.06%
9,139
-601
172
$398K 0.06%
4,600
-145
173
$393K 0.06%
19,269
+2,400
174
$392K 0.06%
15,851
-1,065
175
$390K 0.06%
17,377
+3,480
5 6
7
8 9