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
726
$2K ﹤0.01%
+91
727
$2K ﹤0.01%
219
+57
728
$2K ﹤0.01%
+80
729
$2K ﹤0.01%
+29
730
$1K ﹤0.01%
+334
731
$1K ﹤0.01%
2
-13
732
$1K ﹤0.01%
+12
733
$1K ﹤0.01%
+9
734
$1K ﹤0.01%
21
735
$1K ﹤0.01%
10
736
$1K ﹤0.01%
100
737
$1K ﹤0.01%
4
-22
738
$1K ﹤0.01%
63
739
$1K ﹤0.01%
29
740
$1K ﹤0.01%
7
741
$1K ﹤0.01%
9
742
$1K ﹤0.01%
+20
743
$1K ﹤0.01%
+17
744
$1K ﹤0.01%
29
745
$1K ﹤0.01%
6
746
$1K ﹤0.01%
+26
747
$1K ﹤0.01%
+5
748
$1K ﹤0.01%
+43
749
$1K ﹤0.01%
+48
750
$1K ﹤0.01%
13
28 29
30
31 32