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
576
$5K ﹤0.01%
+663
577
$5K ﹤0.01%
117
578
$5K ﹤0.01%
63
579
$5K ﹤0.01%
169
580
$5K ﹤0.01%
+23
581
$5K ﹤0.01%
91
582
$5K ﹤0.01%
87
583
$5K ﹤0.01%
+221
584
$5K ﹤0.01%
+141
585
$4K ﹤0.01%
78
586
$4K ﹤0.01%
202
587
$4K ﹤0.01%
+233
588
$4K ﹤0.01%
100
589
$4K ﹤0.01%
+81
590
$4K ﹤0.01%
+91
591
$4K ﹤0.01%
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592
$4K ﹤0.01%
38
593
$4K ﹤0.01%
308
594
$4K ﹤0.01%
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595
$4K ﹤0.01%
+55
596
$4K ﹤0.01%
+131
597
$4K ﹤0.01%
31
598
$4K ﹤0.01%
131
-1,897
599
$4K ﹤0.01%
49
600
$4K ﹤0.01%
+122
22 23
24
25 26