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
126
$667K 0.1%
48,875
+5,900
127
$664K 0.1%
20,304
+12
128
$650K 0.1%
3,958
+223
129
$648K 0.1%
19,332
130
$645K 0.1%
+41,670
131
$631K 0.1%
2,417
+100
132
$626K 0.1%
5,202
133
$610K 0.09%
5,047
-1,000
134
$610K 0.09%
10,383
+873
135
$606K 0.09%
2,850
+41
136
$595K 0.09%
6,300
-3
137
$588K 0.09%
+1,438
138
$586K 0.09%
40,000
139
$584K 0.09%
26,901
140
$576K 0.09%
44,120
-19,640
141
$566K 0.09%
3,651
+3
142
$564K 0.09%
18,858
+9,429
143
$558K 0.09%
6,014
+8
144
$552K 0.09%
4,715
+985
145
$548K 0.08%
+27,600
146
$537K 0.08%
6,199
147
$535K 0.08%
1,962
-45
148
$533K 0.08%
2,926
+27
149
$515K 0.08%
5,014
150
$511K 0.08%
13,319
4 5
6
7 8