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
301
$109K 0.02%
2,037
302
$109K 0.02%
1,684
+65
303
$109K 0.02%
1,515
304
$108K 0.02%
3,845
+15
305
$106K 0.02%
1,164
+24
306
$102K 0.02%
1,166
307
$102K 0.02%
885
+10
308
$101K 0.02%
2,350
309
$100K 0.02%
793
+6
310
$100K 0.02%
262
-4,171
311
$100K 0.02%
+980
312
$100K 0.02%
+700
313
$99K 0.02%
1,730
+105
314
$98K 0.02%
1,154
+1,150
315
– –
0
316
$94K 0.01%
7,883
-102,570
317
$94K 0.01%
5,731
+452
318
$91K 0.01%
6,000
319
$91K 0.01%
1,519
+1,468
320
$91K 0.01%
+4,881
321
$90K 0.01%
2,550
322
$84K 0.01%
386
-2
323
$83K 0.01%
+1,075
324
$82K 0.01%
1,000
325
$82K 0.01%
1,091
11 12
13
14 15