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
1
$112M 17.39%
666,903
-50,742
2
$86.9M 13.46%
232,382
-16,141
3
$60.9M 9.43%
458,794
-41,714
4
$24.7M 3.82%
163,035
-1,132
5
$19M 2.94%
80,787
+792
6
$12.3M 1.91%
75,780
+2,440
7
$11.2M 1.73%
44,143
8
$9.96M 1.54%
28,971
-381
9
$9.01M 1.39%
33,648
+2
10
$8.76M 1.36%
42,369
+771
11
$7.96M 1.23%
111,207
+66,253
12
$6.96M 1.08%
30,001
-886
13
$5.88M 0.91%
30,179
+344
14
$5.69M 0.88%
97,567
-17
15
$5.02M 0.78%
22,556
+409
16
$4.81M 0.75%
42,530
17
$4.81M 0.74%
19,690
+61
18
$4.79M 0.74%
54,640
-80
19
$4.5M 0.7%
51,380
+1,160
20
$4.1M 0.63%
34,457
21
$4M 0.62%
25,431
-32
22
$3.92M 0.61%
32,907
-105
23
$3.78M 0.59%
24,835
-256
24
$3.75M 0.58%
21,854
25
$3.69M 0.57%
+133,192
1
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