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
$636M
AUM Growth
+$5.85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
808
New
Increased
Reduced
Closed

Top Buys

1
+$4.74M
2
+$3.69M
3
+$1.75M
4
MNTS icon
Momentus
MNTS
+$1.4M
5
LAZR icon
Luminar Technologies
LAZR
+$1.36M

Top Sells

1
+$54.8M
2
+$8.54M
3
+$6.03M
4
AAPL icon
Apple
AAPL
+$5.53M
5
UNH icon
UnitedHealth
UNH
+$3.06M

Sector Composition

1 Industrials 22.27%
2 Technology 14.49%
3 Financials 7.9%
4 Consumer Discretionary 7.33%
5 Healthcare 5.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.75M 0.27%
7,248
-349
52
$1.74M 0.27%
75,030
53
$1.66M 0.26%
7,983
-249
54
$1.65M 0.26%
26,656
+449
55
$1.65M 0.26%
61,047
56
$1.63M 0.25%
19,828
57
$1.63M 0.25%
33,864
+876
58
$1.62M 0.25%
4,628
-8,735
59
$1.57M 0.24%
8,687
+634
60
$1.53M 0.24%
9,983
61
$1.53M 0.24%
13,978
-257
62
$1.5M 0.23%
18,745
+25
63
$1.47M 0.23%
20,234
64
$1.45M 0.22%
39,397
-733
65
$1.45M 0.22%
65,742
+7,285
66
$1.41M 0.22%
11,681
67
$1.4M 0.22%
+112
68
$1.4M 0.22%
13,703
69
$1.39M 0.22%
69,535
70
$1.39M 0.22%
7,149
+26
71
$1.36M 0.21%
+2,667
72
$1.34M 0.21%
23,042
-385
73
$1.34M 0.21%
11,000
74
$1.33M 0.21%
9,416
-415
75
$1.32M 0.2%
19,090
1 2
3
4 5