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
526
$7K ﹤0.01%
+14
527
$7K ﹤0.01%
+21
528
$7K ﹤0.01%
300
+2
529
$7K ﹤0.01%
400
530
$7K ﹤0.01%
+93
531
$7K ﹤0.01%
729
-800
532
$7K ﹤0.01%
130
+54
533
$7K ﹤0.01%
80
534
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13
+9
535
$7K ﹤0.01%
117
-243
536
$7K ﹤0.01%
+36
537
$7K ﹤0.01%
332
538
$7K ﹤0.01%
120
539
$7K ﹤0.01%
213
-6
540
$7K ﹤0.01%
214
541
$7K ﹤0.01%
+29
542
$7K ﹤0.01%
+52
543
$6K ﹤0.01%
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544
$6K ﹤0.01%
83
545
$6K ﹤0.01%
+266
546
$6K ﹤0.01%
327
547
$6K ﹤0.01%
149
548
$6K ﹤0.01%
+62
549
$6K ﹤0.01%
+51
550
$6K ﹤0.01%
200
20 21
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