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
476
$11K ﹤0.01%
5,000
477
$10K ﹤0.01%
132
478
$10K ﹤0.01%
93
+4
479
$10K ﹤0.01%
+50
480
$9K ﹤0.01%
+70
481
$9K ﹤0.01%
415
482
$9K ﹤0.01%
+480
483
$9K ﹤0.01%
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484
$9K ﹤0.01%
+178
485
$9K ﹤0.01%
100
486
$9K ﹤0.01%
17
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487
$9K ﹤0.01%
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488
$9K ﹤0.01%
100
489
$9K ﹤0.01%
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$8K ﹤0.01%
83
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491
$8K ﹤0.01%
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492
$8K ﹤0.01%
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493
$8K ﹤0.01%
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494
$8K ﹤0.01%
490
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495
$8K ﹤0.01%
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496
$7K ﹤0.01%
72
497
$7K ﹤0.01%
+410
498
$7K ﹤0.01%
+85
499
$7K ﹤0.01%
+118
500
$7K ﹤0.01%
300