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
751
$2.32K ﹤0.01%
20
752
$2.3K ﹤0.01%
303
-371
753
$2.3K ﹤0.01%
34
754
$2.26K ﹤0.01%
43
755
$2.23K ﹤0.01%
36
756
$2.21K ﹤0.01%
23
757
$2.2K ﹤0.01%
36
758
$2.19K ﹤0.01%
10
+6
759
$2.18K ﹤0.01%
88
760
$2.17K ﹤0.01%
23
761
$2.15K ﹤0.01%
97
762
$2.08K ﹤0.01%
55
+41
763
$2.07K ﹤0.01%
7
764
$2.06K ﹤0.01%
16
765
$2.05K ﹤0.01%
27
-2
766
$2.04K ﹤0.01%
41
+19
767
$2.03K ﹤0.01%
42
768
$2.01K ﹤0.01%
8
769
$1.97K ﹤0.01%
60
770
$1.91K ﹤0.01%
19
771
$1.88K ﹤0.01%
234
772
$1.86K ﹤0.01%
5
-1
773
$1.85K ﹤0.01%
25
+1
774
$1.85K ﹤0.01%
230
775
$1.85K ﹤0.01%
263
29 30
31
32 33