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
$636M
AUM Growth
+$5.85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
808
New
Increased
Reduced
Closed

Top Buys

1
+$4.74M
2
+$3.69M
3
+$1.75M
4
MNTS icon
Momentus
MNTS
+$1.4M
5
LAZR icon
Luminar Technologies
LAZR
+$1.36M

Top Sells

1
+$54.8M
2
+$8.54M
3
+$6.03M
4
AAPL icon
Apple
AAPL
+$5.53M
5
UNH icon
UnitedHealth
UNH
+$3.06M

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
26
$3.69M 0.57%
17,404
27
$3.52M 0.55%
74,574
-8,073
28
$3.14M 0.49%
40,257
+532
29
$3.11M 0.48%
22,331
+454
30
$3.03M 0.47%
23,322
31
$2.96M 0.46%
20,812
32
$2.88M 0.45%
10,857
+221
33
$2.68M 0.41%
15,011
+1,716
34
$2.59M 0.4%
20,382
-3,175
35
$2.58M 0.4%
51,540
-1,900
36
$2.47M 0.38%
36,644
37
$2.41M 0.37%
12,279
-800
38
$2.27M 0.35%
36,253
39
$2.23M 0.34%
34,423
+709
40
$2.21M 0.34%
145,896
+115,536
41
$2.11M 0.33%
42,403
-4,545
42
$2.11M 0.33%
33,060
43
$1.99M 0.31%
9,384
44
$1.95M 0.3%
37,805
45
$1.93M 0.3%
35,270
-141
46
$1.9M 0.29%
8,855
+51
47
$1.87M 0.29%
39,467
+40
48
$1.86M 0.29%
25,467
-1,350
49
$1.86M 0.29%
12,689
50
$1.76M 0.27%
3,784
+30
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