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
426
$20K ﹤0.01%
210
427
$20K ﹤0.01%
441
-44
428
$20K ﹤0.01%
852
429
$20K ﹤0.01%
2,088
430
$19K ﹤0.01%
1,200
431
$19K ﹤0.01%
377
432
$18K ﹤0.01%
910
433
$18K ﹤0.01%
329
-2,000
434
$17K ﹤0.01%
200
-400
435
$17K ﹤0.01%
1,440
436
$17K ﹤0.01%
360
437
$17K ﹤0.01%
65
-12
438
$16K ﹤0.01%
+180
439
$16K ﹤0.01%
600
440
$16K ﹤0.01%
87
441
$16K ﹤0.01%
349
+329
442
$16K ﹤0.01%
1,261
443
$16K ﹤0.01%
400
444
$15K ﹤0.01%
150
445
$15K ﹤0.01%
500
446
$15K ﹤0.01%
+218
447
$15K ﹤0.01%
+148
448
$15K ﹤0.01%
322
449
$15K ﹤0.01%
2,105
450
$14K ﹤0.01%
+70
16 17
18
19 20