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
676
$4.2K ﹤0.01%
60
-195
677
$4.18K ﹤0.01%
77
+15
678
$4.15K ﹤0.01%
73
-27
679
$4.11K ﹤0.01%
8
680
$4.03K ﹤0.01%
37
-31
681
$4.03K ﹤0.01%
50
+8
682
$4K ﹤0.01%
66
683
$3.95K ﹤0.01%
83
684
$3.93K ﹤0.01%
209
685
$3.85K ﹤0.01%
57
686
$3.84K ﹤0.01%
253
687
$3.79K ﹤0.01%
171
-107
688
$3.78K ﹤0.01%
70
689
$3.72K ﹤0.01%
87
690
$3.72K ﹤0.01%
35
+1
691
$3.63K ﹤0.01%
823
692
$3.62K ﹤0.01%
49
+1
693
$3.58K ﹤0.01%
49
694
$3.54K ﹤0.01%
72
695
$3.5K ﹤0.01%
203
696
$3.45K ﹤0.01%
24
697
$3.44K ﹤0.01%
70
698
$3.44K ﹤0.01%
33
+1
699
$3.43K ﹤0.01%
12
700
$3.41K ﹤0.01%
36
26 27
28
29 30