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
751
$0 ﹤0.01%
3
752
$0 ﹤0.01%
3
753
$0 ﹤0.01%
3
754
– –
0
755
$0 ﹤0.01%
5
756
$0 ﹤0.01%
1
-2
757
$0 ﹤0.01%
3
758
– –
-6
759
– –
-12
760
$0 ﹤0.01%
+3
761
$0 ﹤0.01%
+3
762
$0 ﹤0.01%
3
763
– –
-474
764
– –
-11
765
$0 ﹤0.01%
+11
766
$0 ﹤0.01%
3
767
$0 ﹤0.01%
5
768
$0 ﹤0.01%
+3
769
– –
-1,290
770
– –
-5,000
771
$0 ﹤0.01%
+8
772
$0 ﹤0.01%
+5
773
$0 ﹤0.01%
12
774
$0 ﹤0.01%
+8
775
– –
0
29 30
31
32 33