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
476
$14K ﹤0.01%
75
+15
477
$13K ﹤0.01%
160
478
$13K ﹤0.01%
100
479
$13K ﹤0.01%
126
+66
480
$13K ﹤0.01%
+153
481
$13K ﹤0.01%
600
482
$12K ﹤0.01%
+188
483
$12K ﹤0.01%
132
484
$12K ﹤0.01%
+80
485
$12K ﹤0.01%
200
486
$12K ﹤0.01%
75
487
$12K ﹤0.01%
775
488
$11K ﹤0.01%
+170
489
$11K ﹤0.01%
200
490
$11K ﹤0.01%
31
+28
491
$11K ﹤0.01%
+96
492
$11K ﹤0.01%
54
493
$10K ﹤0.01%
100
494
$10K ﹤0.01%
281
495
$10K ﹤0.01%
+300
496
$10K ﹤0.01%
90
497
$10K ﹤0.01%
+46
498
$10K ﹤0.01%
209
499
$10K ﹤0.01%
50
500
$10K ﹤0.01%
+49
18 19
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