MCM

Manchester Capital Management Portfolio holdings

AUM $735M
1-Year Est. Return 20.06%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.06%
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
+$4.49M
2
+$3.21M
3
+$1.65M
4
VHT icon
Vanguard Health Care ETF
VHT
+$1.01M
5
MNTS icon
Momentus
MNTS
+$942K

Top Sells

1
+$52.7M
2
+$8.56M
3
+$5.73M
4
AAPL icon
Apple
AAPL
+$5.02M
5
UNH icon
UnitedHealth
UNH
+$2.93M

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
401
$29K ﹤0.01%
173
+41
402
$29K ﹤0.01%
+220
403
$29K ﹤0.01%
+832
404
$29K ﹤0.01%
631
-390
405
$29K ﹤0.01%
950
-200
406
$27K ﹤0.01%
1,069
+157
407
$27K ﹤0.01%
197
+85
408
$27K ﹤0.01%
317
+8
409
$26K ﹤0.01%
1,746
+210
410
$26K ﹤0.01%
225
411
$25K ﹤0.01%
1,944
412
$25K ﹤0.01%
419
+161
413
$24K ﹤0.01%
1,373
414
$23K ﹤0.01%
278
415
$23K ﹤0.01%
+1,000
416
$22K ﹤0.01%
138
+134
417
$22K ﹤0.01%
145
418
$22K ﹤0.01%
+325
419
$22K ﹤0.01%
241
+229
420
$21K ﹤0.01%
100
-3
421
$21K ﹤0.01%
3,239
422
$21K ﹤0.01%
+2,000
423
$21K ﹤0.01%
106
+3
424
$20K ﹤0.01%
+138
425
$20K ﹤0.01%
3,678
15 16
17
18 19