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
551
$6K ﹤0.01%
+35
552
$6K ﹤0.01%
92
553
$6K ﹤0.01%
108
554
$6K ﹤0.01%
+2,196
555
$6K ﹤0.01%
69
+16
556
$6K ﹤0.01%
101
557
$6K ﹤0.01%
+19
558
$6K ﹤0.01%
+19
559
$6K ﹤0.01%
+146
560
$5K ﹤0.01%
+64
561
$5K ﹤0.01%
182
562
$5K ﹤0.01%
+67
563
$5K ﹤0.01%
88
564
$5K ﹤0.01%
94
565
$5K ﹤0.01%
63
566
$5K ﹤0.01%
81
567
$5K ﹤0.01%
430
568
$5K ﹤0.01%
+56
569
$5K ﹤0.01%
+25
570
$5K ﹤0.01%
+122
571
$5K ﹤0.01%
225
572
$5K ﹤0.01%
80
573
$5K ﹤0.01%
+3
574
$5K ﹤0.01%
+176
575
$5K ﹤0.01%
+154
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