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
201
$208K 0.03%
1,583
+8
202
$206K 0.03%
1,891
-2,115
203
$206K 0.03%
4,672
204
$205K 0.03%
2,516
205
$204K 0.03%
4,948
206
$204K 0.03%
+1,300
207
$204K 0.03%
2,512
208
$195K 0.03%
3,389
209
$195K 0.03%
+3,900
210
$194K 0.03%
2,990
211
$193K 0.03%
4,183
212
$189K 0.03%
+5,213
213
$188K 0.03%
5,410
-2,350
214
$184K 0.03%
10,000
215
$183K 0.03%
3,372
-3,372
216
$182K 0.03%
4,404
217
$181K 0.03%
1,500
218
$180K 0.03%
2,160
219
$179K 0.03%
+4,500
220
$178K 0.03%
1,786
221
$178K 0.03%
+2,000
222
$178K 0.03%
9,923
223
$177K 0.03%
2,074
224
$175K 0.03%
2,063
225
$170K 0.03%
2,520
-200
7 8
9
10 11