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
626
$6.23K ﹤0.01%
150
+2
627
$6.19K ﹤0.01%
72
628
$6.03K ﹤0.01%
200
629
$5.92K ﹤0.01%
128
+120
630
$5.9K ﹤0.01%
143
631
$5.89K ﹤0.01%
65
+1
632
$5.78K ﹤0.01%
311
633
$5.67K ﹤0.01%
+40
634
$5.62K ﹤0.01%
60
+34
635
$5.58K ﹤0.01%
76
636
$5.58K ﹤0.01%
14
637
$5.44K ﹤0.01%
80
-80
638
$5.44K ﹤0.01%
90
-35
639
$5.39K ﹤0.01%
40
640
$5.37K ﹤0.01%
+36
641
$5.36K ﹤0.01%
+200
642
$5.28K ﹤0.01%
109
-43
643
$5.24K ﹤0.01%
43
+17
644
$5.17K ﹤0.01%
21
+12
645
$4.91K ﹤0.01%
1,500
646
$4.87K ﹤0.01%
49
647
$4.86K ﹤0.01%
109
+7
648
$4.85K ﹤0.01%
70
649
$4.72K ﹤0.01%
79
650
$4.69K ﹤0.01%
76
24 25
26
27 28