MCM

Manchester Capital Management Portfolio holdings

AUM $735M
1-Year Est. Return 20.06%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.06%
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
+$4.49M
2
+$3.21M
3
+$1.65M
4
VHT icon
Vanguard Health Care ETF
VHT
+$1.01M
5
MNTS icon
Momentus
MNTS
+$942K

Top Sells

1
+$52.7M
2
+$8.56M
3
+$5.73M
4
AAPL icon
Apple
AAPL
+$5.02M
5
UNH icon
UnitedHealth
UNH
+$2.93M

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
776
$0 ﹤0.01%
3
777
$0 ﹤0.01%
5
778
$0 ﹤0.01%
+3
779
– –
-1,290
780
– –
-5,000
781
$0 ﹤0.01%
+8
782
$0 ﹤0.01%
+5
783
$0 ﹤0.01%
12
784
$0 ﹤0.01%
+8
785
– –
0
786
$0 ﹤0.01%
4
787
$0 ﹤0.01%
4
788
$0 ﹤0.01%
15
789
$0 ﹤0.01%
+5
790
$0 ﹤0.01%
+3
791
$0 ﹤0.01%
19
792
$0 ﹤0.01%
14
+3
793
$0 ﹤0.01%
11
794
– –
-15
795
$0 ﹤0.01%
3
796
– –
-3,000
797
$0 ﹤0.01%
+11
798
$0 ﹤0.01%
3
799
$0 ﹤0.01%
2
800
$0 ﹤0.01%
15
+2
29 30 31
32
33