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
476
$29.8K ﹤0.01%
887
477
$29.6K ﹤0.01%
205
+59
478
$29.5K ﹤0.01%
402
+2
479
$29.1K ﹤0.01%
40
+6
480
$28.6K ﹤0.01%
1,775
481
$28.1K ﹤0.01%
2,240
+590
482
$27.7K ﹤0.01%
2,038
483
$27.5K ﹤0.01%
875
484
$27.4K ﹤0.01%
441
485
$27.4K ﹤0.01%
812
-20
486
$26.9K ﹤0.01%
625
+3
487
$26.9K ﹤0.01%
502
+173
488
$26.9K ﹤0.01%
1,350
+1,200
489
$26.9K ﹤0.01%
118
+1
490
$26.3K ﹤0.01%
57
491
$26.2K ﹤0.01%
130
-1
492
$26.1K ﹤0.01%
523
+423
493
$26K ﹤0.01%
588
-582
494
$26K ﹤0.01%
1,226
+1,074
495
$25.9K ﹤0.01%
907
-2,627
496
$25.7K ﹤0.01%
1,723
497
$25.3K ﹤0.01%
558
+533
498
$25.3K ﹤0.01%
425
+419
499
$25K ﹤0.01%
+704
500
$24.9K ﹤0.01%
775
18 19
20
21 22