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
$674M
AUM Growth
-$71.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,047
New
Increased
Reduced
Closed

Top Buys

1
+$6.79M
2
+$1.06M
3
+$691K
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$611K
5
NVO icon
Novo Nordisk
NVO
+$492K

Top Sells

1
+$15.3M
2
+$7.35M
3
+$4.37M
4
RTX icon
RTX Corp
RTX
+$3.1M
5
CARR icon
Carrier Global
CARR
+$2.33M

Sector Composition

1 Industrials 16.03%
2 Technology 12.64%
3 Financials 7.46%
4 Healthcare 6.31%
5 Consumer Discretionary 5.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$73.5K 0.01%
168
-81
377
$73.2K 0.01%
605
-58
378
$73.1K 0.01%
1,245
+2
379
$72.1K 0.01%
1,001
+2
380
$71.9K 0.01%
970
+2
381
$71.7K 0.01%
2,000
382
$69.7K 0.01%
663
383
$68.9K 0.01%
1,583
384
$68.6K 0.01%
+4,000
385
$67.8K 0.01%
195
+136
386
$67.8K 0.01%
500
387
$67.7K 0.01%
435
-1
388
$67.2K 0.01%
490
389
$64.3K 0.01%
5,979
390
$63.2K 0.01%
2,000
391
$62.9K 0.01%
1,054
392
$61.8K 0.01%
418
-1,746
393
$60.2K 0.01%
2,377
+2
394
$59.5K 0.01%
874
395
$59.5K 0.01%
489
396
$59.4K 0.01%
300
397
$58.8K 0.01%
889
+2
398
$56.9K 0.01%
+2,300
399
$56.8K 0.01%
1,550
400
$56.3K 0.01%
721
-3
14 15
16
17 18