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
51
$1.87M 0.26%
8,499
+63
52
$1.84M 0.25%
27,482
53
$1.81M 0.25%
6,218
+45
54
$1.8M 0.25%
26,661
55
$1.78M 0.24%
37,788
-126
56
$1.75M 0.24%
4,369
+31
57
$1.73M 0.24%
7,745
+129
58
$1.72M 0.24%
41,641
+386
59
$1.7M 0.23%
31,421
-803
60
$1.67M 0.23%
42,703
+1,966
61
$1.67M 0.23%
26,340
-9,913
62
$1.65M 0.23%
20,234
63
$1.64M 0.23%
69,535
64
$1.63M 0.22%
13,573
65
$1.62M 0.22%
13,950
-13
66
$1.6M 0.22%
11,000
67
$1.59M 0.22%
10,744
+36
68
$1.56M 0.21%
11,681
69
$1.54M 0.21%
19,090
70
$1.53M 0.21%
22,227
71
$1.51M 0.21%
44,767
72
$1.51M 0.21%
7,791
+83
73
$1.51M 0.21%
18,716
74
$1.49M 0.21%
2,956
-140
75
$1.49M 0.21%
8,468
-11
1 2
3
4 5