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
$726M
AUM Growth
+$60.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
820
New
Increased
Reduced
Closed

Top Buys

1
+$1.07M
2
+$1.06M
3
+$648K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$621K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$290K

Top Sells

1
+$1.97M
2
+$1.15M
3
+$702K
4
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$627K
5
MNTS icon
Momentus
MNTS
+$539K

Sector Composition

1 Industrials 21.24%
2 Technology 13.4%
3 Financials 8.6%
4 Consumer Discretionary 6.69%
5 Healthcare 5.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.47M 0.2%
9,539
-2,850
77
$1.43M 0.2%
19,863
+3
78
$1.42M 0.2%
12,605
+817
79
$1.37M 0.19%
8,252
80
$1.37M 0.19%
3,931
-116
81
$1.33M 0.18%
25,135
-975
82
$1.31M 0.18%
65,360
-3,000
83
$1.25M 0.17%
4,868
84
$1.21M 0.17%
21,750
85
$1.21M 0.17%
5,214
86
$1.21M 0.17%
7,599
87
$1.19M 0.16%
1,363
-212
88
$1.19M 0.16%
69,599
89
$1.18M 0.16%
7,623
+97
90
$1.16M 0.16%
7,508
-242
91
$1.15M 0.16%
44,400
92
$1.14M 0.16%
9,765
93
$1.12M 0.15%
4,663
-250
94
$1.12M 0.15%
74,980
95
$1.11M 0.15%
48,875
96
$1.11M 0.15%
13,928
+27
97
$1.1M 0.15%
7,000
-225
98
$1.1M 0.15%
6,061
99
$1.09M 0.15%
23,817
100
$1.06M 0.15%
+22,559
2 3
4
5 6