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
201
$344K 0.06%
3,508
+149
202
$341K 0.05%
64,050
+18,550
203
$341K 0.05%
5,534
+1,018
204
$340K 0.05%
9,836
+545
205
$339K 0.05%
15,764
-882
206
$339K 0.05%
5,834
+1,571
207
$338K 0.05%
3,974
+138
208
$337K 0.05%
+5,128
209
$337K 0.05%
6,736
+873
210
$332K 0.05%
4,029
+784
211
$331K 0.05%
19,542
-1,154
212
$329K 0.05%
23,300
-1,300
213
$327K 0.05%
8,530
-497
214
$326K 0.05%
9,941
+494
215
$326K 0.05%
4,360
+210
216
$326K 0.05%
14,961
+4,761
217
$322K 0.05%
19,404
+12,480
218
$318K 0.05%
9,727
-329
219
$317K 0.05%
8,160
-445
220
$314K 0.05%
6,400
221
$313K 0.05%
10,959
+267
222
$311K 0.05%
4,375
-276
223
$311K 0.05%
9,366
-678
224
$311K 0.05%
9,727
225
$308K 0.05%
3,442
-227
7 8
9
10 11