MCM

Manchester Capital Management Portfolio holdings

AUM $737M
1-Year Est. Return 17.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$737M
AUM Growth
-$23.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,352
New
Increased
Reduced
Closed

Top Buys

1
+$13.5M
2
+$2.25M
3
+$2.21M
4
Z icon
Zillow
Z
+$834K
5
CVX icon
Chevron
CVX
+$784K

Top Sells

1
+$9.97M
2
+$9.53M
3
+$5.36M
4
NVDA icon
NVIDIA
NVDA
+$3.43M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$2.93M

Sector Composition

1 Technology 19.29%
2 Industrials 11.49%
3 Financials 7.64%
4 Consumer Discretionary 6.98%
5 Healthcare 5.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AON icon
351
Aon
AON
$75.1B
$154K 0.02%
432
-10
ESLT icon
352
Elbit Systems
ESLT
$32.6B
$153K 0.02%
300
VCSH icon
353
Vanguard Short-Term Corporate Bond ETF
VCSH
$40.3B
$152K 0.02%
1,903
-90
AFRM icon
354
Affirm
AFRM
$19.9B
$152K 0.02%
2,075
+2
EBAY icon
355
eBay
EBAY
$41.2B
$151K 0.02%
1,663
-54
REGN icon
356
Regeneron Pharmaceuticals
REGN
$77.9B
$151K 0.02%
268
-16
COP icon
357
ConocoPhillips
COP
$129B
$150K 0.02%
1,589
-364
SE icon
358
Sea Limited
SE
$69B
$149K 0.02%
832
INSM icon
359
Insmed
INSM
$33.5B
$147K 0.02%
1,020
+16
CMCSA icon
360
Comcast
CMCSA
$108B
$145K 0.02%
4,630
-646
VST icon
361
Vistra
VST
$53.7B
$143K 0.02%
731
-1,531
HDV icon
362
iShares Core High Dividend ETF
HDV
$12.9B
$143K 0.02%
1,166
MP icon
363
MP Materials
MP
$10.4B
$143K 0.02%
2,128
+198
RMD icon
364
ResMed
RMD
$37.7B
$143K 0.02%
521
-12
HUBB icon
365
Hubbell
HUBB
$25.9B
$142K 0.02%
330
-669
NUSC icon
366
Nuveen ESG Small-Cap ETF
NUSC
$1.2B
$141K 0.02%
3,203
BABA icon
367
Alibaba
BABA
$405B
$139K 0.02%
775
+200
KXI icon
368
iShares Global Consumer Staples ETF
KXI
$950M
$138K 0.02%
2,150
CI icon
369
Cigna
CI
$73.2B
$138K 0.02%
+480
QLD icon
370
ProShares Ultra QQQ
QLD
$10.8B
$137K 0.02%
2,000
PPG icon
371
PPG Industries
PPG
$25.9B
$136K 0.02%
1,293
-41
OTIS icon
372
Otis Worldwide
OTIS
$33.3B
$134K 0.02%
1,470
-396
HSBC icon
373
HSBC
HSBC
$302B
$130K 0.02%
1,838
NET icon
374
Cloudflare
NET
$62.1B
$129K 0.02%
599
-414
WPM icon
375
Wheaton Precious Metals
WPM
$59.9B
$127K 0.02%
1,135
+105
13 14
15
16 17