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
176
$272K 0.04%
4,206
177
$270K 0.04%
2,255
178
$268K 0.04%
3,067
-500
179
$265K 0.04%
1,269
180
$265K 0.04%
9,790
181
$263K 0.04%
3,902
182
$262K 0.04%
3,543
183
$259K 0.04%
3,199
184
$257K 0.04%
8,000
185
$250K 0.04%
4,406
186
$249K 0.04%
5,000
187
$249K 0.04%
+37,764
188
$249K 0.04%
7,639
189
$245K 0.04%
367
190
$242K 0.04%
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191
$239K 0.04%
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192
$237K 0.04%
3,538
+1
193
$235K 0.04%
2,428
+1,500
194
$233K 0.04%
9,155
195
$228K 0.04%
1,839
196
$228K 0.04%
+13,270
197
$228K 0.04%
8,116
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198
$216K 0.03%
2,315
199
$216K 0.03%
1,315
200
$209K 0.03%
2,354
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8
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