MCM
Manchester Capital Management Portfolio holdings
AUM
$760M
1-Year Return
13.71%
This Quarter Return
+10.75%
1 Year Return
+13.71%
3 Year Return
+53.61%
5 Year Return
+110.29%
10 Year Return
+213.28%
AUM
$726M
AUM Growth
+$60.7M
(+9.1%)
Cap. Flow
-$6.01M
Cap. Flow
% of AUM
-0.83%
Top 10 Holdings %
Top 10 Hldgs %
55.65%
Holding
820
New
182
Increased
132
Reduced
100
Closed
27
Top Buys
| 1 |
Berkshire Hathaway Class B
BRK.B
|
+$1.07M |
| 2 |
Dimensional US Equity ETF
DFUS
|
+$1.06M |
| 3 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$648K |
| 4 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$621K |
| 5 |
Vanguard Mid-Cap ETF
VO
|
+$290K |
Top Sells
| 1 |
Vanguard Health Care ETF
VHT
|
+$1.97M |
| 2 |
Apple
AAPL
|
+$1.15M |
| 3 |
PSTH
Pershing Square Tontine Holdings, Ltd.
PSTH
|
+$702K |
| 4 |
Utilities Select Sector SPDR Fund
XLU
|
+$627K |
| 5 |
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% |
