MCM

Manchester Capital Management Portfolio holdings

AUM $735M
1-Year Est. Return 20.06%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$636M
AUM Growth
+$5.85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
808
New
Increased
Reduced
Closed

Top Buys

1
+$4.49M
2
+$3.21M
3
+$1.65M
4
VHT icon
Vanguard Health Care ETF
VHT
+$1.01M
5
MNTS icon
Momentus
MNTS
+$942K

Top Sells

1
+$52.7M
2
+$8.56M
3
+$5.73M
4
AAPL icon
Apple
AAPL
+$5.02M
5
UNH icon
UnitedHealth
UNH
+$2.93M

Sector Composition

1 Industrials 22.27%
2 Technology 14.49%
3 Financials 7.9%
4 Consumer Discretionary 7.33%
5 Healthcare 5.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$5K ﹤0.01%
+430
527
$5K ﹤0.01%
+427
528
$5K ﹤0.01%
+92
529
$5K ﹤0.01%
96
+8
530
$5K ﹤0.01%
+11
531
$5K ﹤0.01%
+201
532
$5K ﹤0.01%
+10
533
$5K ﹤0.01%
89
+83
534
$5K ﹤0.01%
+53
535
$5K ﹤0.01%
109
+101
536
$5K ﹤0.01%
700
537
$4K ﹤0.01%
+182
538
$4K ﹤0.01%
7
539
$4K ﹤0.01%
29
+16
540
$4K ﹤0.01%
6
+3
541
$4K ﹤0.01%
+42
542
$4K ﹤0.01%
+327
543
$4K ﹤0.01%
80
-800
544
$4K ﹤0.01%
76
+40
545
$4K ﹤0.01%
+53
546
$4K ﹤0.01%
+117
547
$4K ﹤0.01%
+63
548
$4K ﹤0.01%
37
+34
549
$4K ﹤0.01%
77
+71
550
$4K ﹤0.01%
22
+11
20 21
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23 24