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
551
$15.9K ﹤0.01%
95
552
$15.8K ﹤0.01%
185
+23
553
$15.6K ﹤0.01%
190
-3
554
$15.4K ﹤0.01%
528
555
$15.4K ﹤0.01%
+2,000
556
$15.2K ﹤0.01%
34,265
-34,265
557
$15.1K ﹤0.01%
390
558
$14.9K ﹤0.01%
385
-144
559
$14.8K ﹤0.01%
1,075
560
$14.8K ﹤0.01%
228
561
$14.5K ﹤0.01%
+788
562
$14K ﹤0.01%
+118
563
$13.9K ﹤0.01%
84
+72
564
$13.8K ﹤0.01%
381
-18
565
$13.1K ﹤0.01%
152
-2
566
$12.8K ﹤0.01%
61
567
$12.6K ﹤0.01%
320
568
$12.3K ﹤0.01%
+1,295
569
$12.2K ﹤0.01%
+300
570
$12.2K ﹤0.01%
289
+78
571
$11.4K ﹤0.01%
28
572
$11.4K ﹤0.01%
300
573
$11.2K ﹤0.01%
744
574
$11.1K ﹤0.01%
10
575
$11K ﹤0.01%
837
21 22
23
24 25