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
351
$148K 0.02%
1,149
+607
352
$148K 0.02%
9,334
+2,642
353
$146K 0.02%
2,268
+26
354
$145K 0.02%
3,195
+1,392
355
$142K 0.02%
1,002
+594
356
$142K 0.02%
1,262
357
$142K 0.02%
968
+67
358
$142K 0.02%
2,406
+2,263
359
$141K 0.02%
1,490
360
$141K 0.02%
4,000
361
$140K 0.02%
849
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362
$136K 0.02%
2,041
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363
$136K 0.02%
1,100
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364
$136K 0.02%
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365
$135K 0.02%
+5,000
366
$135K 0.02%
1,276
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367
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2,331
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368
$133K 0.02%
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369
$133K 0.02%
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370
$131K 0.02%
2,150
371
$131K 0.02%
673
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372
$129K 0.02%
3,979
373
$129K 0.02%
1,166
374
$128K 0.02%
883
+715
375
$127K 0.02%
+762