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
76
$1.32M 0.2%
24,879
+14
77
$1.27M 0.2%
11,869
+50
78
$1.26M 0.2%
5,384
+564
79
$1.24M 0.19%
7,724
+15
80
$1.23M 0.19%
74,980
81
$1.2M 0.19%
9,340
82
$1.18M 0.18%
21,750
83
$1.14M 0.18%
1,575
-331
84
$1.1M 0.17%
13,893
85
$1.1M 0.17%
1,811
+948
86
$1.09M 0.17%
19,864
+9
87
$1.09M 0.17%
4,868
88
$1.08M 0.17%
7,649
-146
89
$1.07M 0.17%
6,112
90
$1.06M 0.17%
7,286
+838
91
$1.06M 0.16%
44,400
92
$1.06M 0.16%
5,214
93
$1.05M 0.16%
+4,704
94
$1.05M 0.16%
22,554
95
$1.05M 0.16%
2,779
-13
96
$1.04M 0.16%
7,599
97
$1.03M 0.16%
14,911
98
$1.02M 0.16%
22,875
+1,701
99
$1M 0.16%
69,599
100
$997K 0.15%
2,794
+68
2 3
4
5 6