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
726
$2.78K ﹤0.01%
40
+2
727
$2.7K ﹤0.01%
110
+5
728
$2.69K ﹤0.01%
31
+4
729
$2.67K ﹤0.01%
63
+51
730
$2.65K ﹤0.01%
573
731
$2.64K ﹤0.01%
65
+6
732
$2.62K ﹤0.01%
16
733
$2.61K ﹤0.01%
107
734
$2.59K ﹤0.01%
158
-139
735
$2.59K ﹤0.01%
64
-3
736
$2.59K ﹤0.01%
20
-9
737
$2.59K ﹤0.01%
101
738
$2.54K ﹤0.01%
101
739
$2.52K ﹤0.01%
1,000
740
$2.5K ﹤0.01%
27
+9
741
$2.49K ﹤0.01%
101
+87
742
$2.49K ﹤0.01%
7
743
$2.46K ﹤0.01%
76
744
$2.44K ﹤0.01%
90
745
$2.44K ﹤0.01%
201
746
$2.43K ﹤0.01%
+76
747
$2.42K ﹤0.01%
84
748
$2.38K ﹤0.01%
49
749
$2.38K ﹤0.01%
+126
750
$2.36K ﹤0.01%
34
-47
28 29
30
31 32