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
501
$10K ﹤0.01%
+290
502
$10K ﹤0.01%
200
503
$9K ﹤0.01%
+68
504
$9K ﹤0.01%
+160
505
$9K ﹤0.01%
+45
506
$9K ﹤0.01%
320
507
$9K ﹤0.01%
300
508
$9K ﹤0.01%
142
509
$9K ﹤0.01%
267
510
$8K ﹤0.01%
200
511
$8K ﹤0.01%
63
512
$8K ﹤0.01%
+141
513
$8K ﹤0.01%
+52
514
$8K ﹤0.01%
235
515
$8K ﹤0.01%
+500
516
$8K ﹤0.01%
+583
517
$8K ﹤0.01%
392
518
$8K ﹤0.01%
+61
519
$8K ﹤0.01%
+138
520
$8K ﹤0.01%
498
-170
521
$8K ﹤0.01%
+31
522
$7K ﹤0.01%
+48
523
$7K ﹤0.01%
72
524
$7K ﹤0.01%
98
525
$7K ﹤0.01%
163
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