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
1
$232M 43.08%
+2,678,903
2
$12.2M 2.26%
+315,892
3
$11.3M 2.1%
+284,824
4
$8.06M 1.5%
+7,197
5
$6.99M 1.3%
+146,820
6
$6.57M 1.22%
+169,463
7
$6.13M 1.14%
+244,102
8
$6.01M 1.12%
+104,858
9
$5.83M 1.08%
+148,507
10
$5.75M 1.07%
+79,902
11
$5.42M 1.01%
+383,012
12
$4.79M 0.89%
+63,086
13
$4.22M 0.78%
+137,875
14
$4.1M 0.76%
+154,438
15
$4.09M 0.76%
+164,200
16
$3.9M 0.73%
+21,372
17
$3.5M 0.65%
+93,096
18
$3.42M 0.64%
+85,751
19
$3.16M 0.59%
+36,837
20
$3.02M 0.56%
+49
21
$2.9M 0.54%
+32,127
22
$2.88M 0.54%
+131,210
23
$2.38M 0.44%
+59,427
24
$2.25M 0.42%
+50,823
25
$2.17M 0.4%
+19,544
1
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