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
401
$40K 0.01%
246
+21
402
$39K 0.01%
187
403
$38K 0.01%
715
-190
404
$38K 0.01%
466
405
$36K 0.01%
314
406
$36K 0.01%
170
407
$36K 0.01%
390
+172
408
$36K 0.01%
3,600
409
$35K ﹤0.01%
344
410
$34K ﹤0.01%
1,381
411
$34K ﹤0.01%
631
412
$33K ﹤0.01%
672
413
$33K ﹤0.01%
1,878
414
$32K ﹤0.01%
+46
415
$32K ﹤0.01%
991
-5
416
$32K ﹤0.01%
1,000
417
$32K ﹤0.01%
464
+87
418
$30K ﹤0.01%
497
+97
419
$29K ﹤0.01%
950
+200
420
$28K ﹤0.01%
852
421
$28K ﹤0.01%
2,088
422
$27K ﹤0.01%
1,500
423
$26K ﹤0.01%
1,261
424
$26K ﹤0.01%
193
+93
425
$25K ﹤0.01%
307
15 16
17
18 19