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
$636M
AUM Growth
+$5.85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
808
New
Increased
Reduced
Closed

Top Buys

1
+$4.74M
2
+$3.69M
3
+$1.75M
4
MNTS icon
Momentus
MNTS
+$1.4M
5
LAZR icon
Luminar Technologies
LAZR
+$1.36M

Top Sells

1
+$54.8M
2
+$8.54M
3
+$6.03M
4
AAPL icon
Apple
AAPL
+$5.53M
5
UNH icon
UnitedHealth
UNH
+$3.06M

Sector Composition

1 Industrials 22.27%
2 Technology 14.49%
3 Financials 7.9%
4 Consumer Discretionary 7.33%
5 Healthcare 5.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$175K 0.03%
1,210
+10
252
$174K 0.03%
1,488
-5
253
$169K 0.03%
5,318
+785
254
$163K 0.03%
3,057
255
$162K 0.03%
1,268
-232
256
$162K 0.03%
959
+7
257
$160K 0.02%
1,987
+225
258
$158K 0.02%
1,336
+84
259
$158K 0.02%
1,237
260
$157K 0.02%
15,590
261
$155K 0.02%
484
+8
262
$154K 0.02%
456
+36
263
$151K 0.02%
4,000
264
$151K 0.02%
+1,148
265
$150K 0.02%
1,241
266
$148K 0.02%
2,183
267
$146K 0.02%
1,947
+26
268
$143K 0.02%
1,581
+6
269
$141K 0.02%
+924
270
$141K 0.02%
1,505
+18
271
$140K 0.02%
118
272
$138K 0.02%
2,485
+68
273
$138K 0.02%
814
274
$137K 0.02%
477
275
$135K 0.02%
1,995
9 10
11
12 13