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
376
$56K 0.01%
926
377
$55K 0.01%
3,678
378
$55K 0.01%
1,300
379
$54K 0.01%
1,298
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380
$53K 0.01%
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381
$52K 0.01%
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382
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$52K 0.01%
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384
$50K 0.01%
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385
$50K 0.01%
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386
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387
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391
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393
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$41K 0.01%
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400
$40K 0.01%
985