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
426
$47.4K 0.01%
300
427
$47.2K 0.01%
503
428
$46.7K 0.01%
662
-3
429
$46.1K 0.01%
3,062
430
$45.3K 0.01%
55
431
$45.2K 0.01%
476
+453
432
$45.2K 0.01%
414
433
$45K 0.01%
830
434
$44.6K 0.01%
1,331
+910
435
$44.5K 0.01%
761
+2
436
$44.5K 0.01%
100
437
$44.4K 0.01%
188
+157
438
$44K 0.01%
4,461
+10
439
$43.4K 0.01%
500
440
$43K 0.01%
619
441
$41.8K 0.01%
240
+7
442
$41.6K 0.01%
1,300
443
$41.4K 0.01%
1,044
444
$41.2K 0.01%
1,697
445
$41K 0.01%
884
446
$40.8K 0.01%
348
+48
447
$39.9K 0.01%
81
448
$39.9K 0.01%
623
449
$39.4K 0.01%
2,373
+132
450
$38.8K 0.01%
2,826
16 17
18
19 20