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
26
$3.54M 0.49%
68,696
+12,053
27
$3.44M 0.47%
23,322
28
$3.38M 0.47%
21,737
-57
29
$3.38M 0.47%
10,594
+12
30
$3.21M 0.44%
22,480
-98
31
$2.98M 0.41%
54,797
+11,940
32
$2.96M 0.41%
21,943
-333
33
$2.88M 0.4%
37,096
-1,574
34
$2.81M 0.39%
12,249
35
$2.67M 0.37%
34,362
36
$2.53M 0.35%
145,896
37
$2.45M 0.34%
65,742
38
$2.36M 0.33%
33,770
-2,874
39
$2.36M 0.33%
42,015
-2,711
40
$2.35M 0.32%
32,356
-34
41
$2.29M 0.32%
100,490
-30,840
42
$2.27M 0.31%
9,384
43
$2.23M 0.31%
13,468
-2,446
44
$2.08M 0.29%
37,805
45
$2.04M 0.28%
8,821
46
$2.01M 0.28%
25,467
47
$1.96M 0.27%
7,213
48
$1.95M 0.27%
32,000
-5,000
49
$1.91M 0.26%
12,382
-2,501
50
$1.89M 0.26%
19,828
1
2
3 4 5