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
201
$297K 0.05%
9,849
+136
202
$295K 0.05%
3,000
-3
203
$292K 0.05%
957
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204
$290K 0.05%
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205
$290K 0.05%
2,153
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206
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+5,849
207
$281K 0.04%
3,838
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208
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6,400
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209
$274K 0.04%
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210
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211
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4,272
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212
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7,218
213
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7,026
214
$260K 0.04%
520
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215
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2,991
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216
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217
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218
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219
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220
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221
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222
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1,965
223
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4,662
-8
224
$232K 0.04%
1,931
-1,962
225
$229K 0.04%
+1,056
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9
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