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
$538M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
968
New
Increased
Reduced
Closed

Top Buys

1
+$232M
2
+$12.2M
3
+$11.3M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$8.06M
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$6.99M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 48.46%
2 Technology 5.37%
3 Healthcare 5.23%
4 Financials 4.03%
5 Consumer Staples 3.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$316K 0.06%
+12,800
202
$314K 0.06%
+7,174
203
$313K 0.06%
+6,270
204
$310K 0.06%
+13,897
205
$308K 0.06%
+87,895
206
$307K 0.06%
+8,295
207
$307K 0.06%
+6,805
208
$306K 0.06%
+7,492
209
$306K 0.06%
+12,224
210
$306K 0.06%
+10,816
211
$303K 0.06%
+4,001
212
$303K 0.06%
+4,394
213
$302K 0.06%
+5,795
214
$300K 0.06%
+67,720
215
$300K 0.06%
+16,916
216
$298K 0.06%
+16,807
217
$296K 0.06%
+7,871
218
$292K 0.05%
+10,246
219
$290K 0.05%
+7,195
220
$289K 0.05%
+24,600
221
$288K 0.05%
+4,735
222
$283K 0.05%
+19,166
223
$282K 0.05%
+14,432
224
$280K 0.05%
+595
225
$278K 0.05%
+9,000
7 8
9
10 11