MCM
Manchester Capital Management Portfolio holdings
AUM
$760M
1-Year Return
13.71%
This Quarter Return
+13.46%
1 Year Return
+13.71%
3 Year Return
+53.61%
5 Year Return
+110.29%
10 Year Return
+213.28%
AUM
$636M
AUM Growth
+$5.85M
(+0.93%)
Cap. Flow
-$63.9M
Cap. Flow
% of AUM
-10.05%
Top 10 Holdings %
Top 10 Hldgs %
55.79%
Holding
808
New
159
Increased
268
Reduced
97
Closed
31
Top Buys
| 1 |
iShares MSCI KLD 400 Social ETF
DSI
|
+$4.74M |
| 2 |
PSTH
Pershing Square Tontine Holdings, Ltd.
PSTH
|
+$3.69M |
| 3 |
Schwab US Large- Cap ETF
SCHX
|
+$1.75M |
| 4 |
Momentus
MNTS
|
+$1.4M |
| 5 |
Luminar Technologies
LAZR
|
+$1.36M |
Top Sells
| 1 |
Health Care Select Sector SPDR Fund
XLV
|
+$54.8M |
| 2 |
United Parcel Service
UPS
|
+$8.54M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
+$6.03M |
| 4 |
Apple
AAPL
|
+$5.53M |
| 5 |
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% |
