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
$726M
AUM Growth
+$60.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
820
New
Increased
Reduced
Closed

Top Buys

1
+$1.07M
2
+$1.06M
3
+$648K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$621K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$290K

Top Sells

1
+$1.97M
2
+$1.15M
3
+$702K
4
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$627K
5
MNTS icon
Momentus
MNTS
+$539K

Sector Composition

1 Industrials 21.24%
2 Technology 13.4%
3 Financials 8.6%
4 Consumer Discretionary 6.69%
5 Healthcare 5.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$71K 0.01%
5,720
-2,370
352
$71K 0.01%
799
+44
353
$70K 0.01%
400
354
$70K 0.01%
185
+18
355
$69K 0.01%
4,849
+241
356
$68K 0.01%
968
357
$68K 0.01%
354
+36
358
$66K 0.01%
134
+17
359
$65K 0.01%
119
+14
360
$64K 0.01%
104
+15
361
$64K 0.01%
1,380
362
$63K 0.01%
1,047
-6
363
$63K 0.01%
177
364
$63K 0.01%
490
365
$62K 0.01%
1,188
366
$62K 0.01%
1,938
367
$62K 0.01%
1,615
368
$61K 0.01%
253
+29
369
$61K 0.01%
960
370
$60K 0.01%
303
371
$60K 0.01%
639
372
$60K 0.01%
200
373
$59K 0.01%
848
-220
374
$57K 0.01%
3,335
375
$56K 0.01%
648
-133
13 14
15
16 17