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
$636M
AUM Growth
+$5.85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
808
New
Increased
Reduced
Closed

Top Buys

1
+$4.74M
2
+$3.69M
3
+$1.75M
4
MNTS icon
Momentus
MNTS
+$1.4M
5
LAZR icon
Luminar Technologies
LAZR
+$1.36M

Top Sells

1
+$54.8M
2
+$8.54M
3
+$6.03M
4
AAPL icon
Apple
AAPL
+$5.53M
5
UNH icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$5K ﹤0.01%
+63
527
$5K ﹤0.01%
50
+30
528
$5K ﹤0.01%
+430
529
$5K ﹤0.01%
+427
530
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+92
531
$5K ﹤0.01%
96
+8
532
$5K ﹤0.01%
+11
533
$5K ﹤0.01%
+53
534
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109
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535
$5K ﹤0.01%
700
536
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537
$4K ﹤0.01%
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538
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7
539
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29
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540
$4K ﹤0.01%
6
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541
$4K ﹤0.01%
+42
542
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+327
543
$4K ﹤0.01%
80
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544
$4K ﹤0.01%
76
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545
$4K ﹤0.01%
40
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$4K ﹤0.01%
+53
547
$4K ﹤0.01%
+117
548
$4K ﹤0.01%
+63
549
$4K ﹤0.01%
37
+34
550
$4K ﹤0.01%
77
+71
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