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
$811M
AUM Growth
+$67.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,076
New
Increased
Reduced
Closed

Top Buys

1 +$3.04M
2 +$1.84M
3 +$1.67M
4
AMD icon
Advanced Micro Devices
AMD
+$1.59M
5
NVDA icon
NVIDIA
NVDA
+$1.45M

Top Sells

1 +$7.19M
2 +$2.01M
3 +$1.05M
4
VHT icon
Vanguard Health Care ETF
VHT
+$887K
5
VTV icon
Vanguard Value ETF
VTV
+$697K

Sector Composition

1 Industrials 14.79%
2 Technology 13.44%
3 Financials 7.95%
4 Consumer Discretionary 6.31%
5 Healthcare 6.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
$175K 0.02%
603
+79
327
$173K 0.02%
2,497
328
$172K 0.02%
3,300
+300
329
$171K 0.02%
409
-16
330
$171K 0.02%
8,541
-1,000
331
$170K 0.02%
1,515
+1,509
332
$168K 0.02%
16,442
333
$168K 0.02%
2,000
334
$168K 0.02%
687
-435
335
$167K 0.02%
1,500
336
$167K 0.02%
1,850
337
$166K 0.02%
1,330
338
$166K 0.02%
2,233
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339
$165K 0.02%
4,114
340
$164K 0.02%
1,109
+1,076
341
$164K 0.02%
4,167
-15
342
$163K 0.02%
3,504
+3,493
343
$161K 0.02%
+2,835
344
$159K 0.02%
972
+203
345
$156K 0.02%
3,285
346
$154K 0.02%
4,855
347
$154K 0.02%
1,786
+172
348
$152K 0.02%
2,600
+200
349
$152K 0.02%
1,175
+136
350
$152K 0.02%
+593