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
701
$2K ﹤0.01%
+24
702
$2K ﹤0.01%
+15
703
$2K ﹤0.01%
171
-125
704
$2K ﹤0.01%
+23
705
$2K ﹤0.01%
+51
706
$2K ﹤0.01%
+6
707
$2K ﹤0.01%
+32
708
$2K ﹤0.01%
87
+59
709
$2K ﹤0.01%
+60
710
$2K ﹤0.01%
+6
711
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26
712
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713
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30
714
$2K ﹤0.01%
+416
715
$2K ﹤0.01%
42
716
$2K ﹤0.01%
28
717
$2K ﹤0.01%
+101
718
$2K ﹤0.01%
+44
719
$2K ﹤0.01%
+70
720
$2K ﹤0.01%
+10
721
$2K ﹤0.01%
+16
722
$2K ﹤0.01%
+36
723
$2K ﹤0.01%
+212
724
$2K ﹤0.01%
13
725
$2K ﹤0.01%
+56
27 28
29
30 31