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
501
$24.6K ﹤0.01%
462
+151
502
$24.3K ﹤0.01%
400
503
$24.2K ﹤0.01%
2,518
+2,000
504
$24.1K ﹤0.01%
79
505
$24.1K ﹤0.01%
645
-211
506
$23.9K ﹤0.01%
998
+730
507
$23.8K ﹤0.01%
230
+162
508
$23.6K ﹤0.01%
500
509
$23.3K ﹤0.01%
230
510
$22.8K ﹤0.01%
1,576
-28
511
$22.7K ﹤0.01%
2,245
512
$22.7K ﹤0.01%
+327
513
$22.4K ﹤0.01%
711
+86
514
$22.3K ﹤0.01%
1,000
515
$22.2K ﹤0.01%
+2,250
516
$21.9K ﹤0.01%
756
-554
517
$21.2K ﹤0.01%
523
518
$21.1K ﹤0.01%
+489
519
$21.1K ﹤0.01%
2,364
-1,689
520
$20.7K ﹤0.01%
200
521
$20.6K ﹤0.01%
2,565
522
$20.4K ﹤0.01%
443
+7
523
$20.4K ﹤0.01%
51
524
$20.1K ﹤0.01%
+3,000
525
$19.7K ﹤0.01%
499
19 20
21
22 23