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
526
$19.6K ﹤0.01%
+532
527
$19.5K ﹤0.01%
+1,000
528
$19.1K ﹤0.01%
5,569
529
$19.1K ﹤0.01%
1,488
+1,066
530
$18.9K ﹤0.01%
700
531
$18.8K ﹤0.01%
105
+101
532
$18.7K ﹤0.01%
112
533
$18.7K ﹤0.01%
322
-839
534
$18.7K ﹤0.01%
511
-2
535
$18.5K ﹤0.01%
+663
536
$18.4K ﹤0.01%
419
537
$17.9K ﹤0.01%
500
538
$17.6K ﹤0.01%
393
+215
539
$17.5K ﹤0.01%
995
+581
540
$17.4K ﹤0.01%
500
541
$17.3K ﹤0.01%
200
542
$17.3K ﹤0.01%
77
543
$17.2K ﹤0.01%
1,261
544
$17.1K ﹤0.01%
29
+5
545
$16.7K ﹤0.01%
15
546
$16.5K ﹤0.01%
109
+35
547
$16.2K ﹤0.01%
400
+5
548
$16.1K ﹤0.01%
81
549
$16.1K ﹤0.01%
+1,442
550
$16K ﹤0.01%
+200
20 21
22
23 24