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
101
$963K 0.15%
112,157
102
$960K 0.15%
29,592
103
$952K 0.15%
2,268
104
$951K 0.15%
6,061
105
$942K 0.15%
6,351
+263
106
$940K 0.15%
31,006
-2,733
107
$933K 0.14%
3,415
-1,353
108
$875K 0.14%
7,000
109
$832K 0.13%
43,762
110
$831K 0.13%
3,882
+424
111
$829K 0.13%
3,605
+15
112
$820K 0.13%
8,574
113
$819K 0.13%
7,190
+11
114
$816K 0.13%
9,765
115
$795K 0.12%
1,590
-1
116
$786K 0.12%
21,209
+300
117
$769K 0.12%
7,185
-609
118
$741K 0.11%
8,003
-300
119
$740K 0.11%
59,750
+4,800
120
$731K 0.11%
60,668
+1,000
121
$725K 0.11%
1,776
+3
122
$716K 0.11%
4,057
+33
123
$693K 0.11%
+31,124
124
$690K 0.11%
3,504
+87
125
$688K 0.11%
5,221
+6
3 4
5
6 7