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
$737M
AUM Growth
-$23.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,352
New
Increased
Reduced
Closed

Top Buys

1
+$13M
2
+$2.16M
3
+$2.02M
4
Z icon
Zillow
Z
+$884K
5
CVX icon
Chevron
CVX
+$782K

Top Sells

1
+$10.2M
2
+$9.17M
3
+$4.76M
4
NVDA icon
NVIDIA
NVDA
+$3.2M
5
MSFT icon
Microsoft
MSFT
+$2.87M

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
$66.7B
$154K 0.02%
432
-10
ESLT icon
352
Elbit Systems
ESLT
$38.9B
$153K 0.02%
300
VCSH icon
353
Vanguard Short-Term Corporate Bond ETF
VCSH
$41.4B
$152K 0.02%
1,903
-90
AFRM icon
354
Affirm
AFRM
$22.5B
$152K 0.02%
2,075
+2
EBAY icon
355
eBay
EBAY
$46.6B
$151K 0.02%
1,663
-54
REGN icon
356
Regeneron Pharmaceuticals
REGN
$73.5B
$151K 0.02%
268
-16
COP icon
357
ConocoPhillips
COP
$150B
$150K 0.02%
1,589
-364
SE icon
358
Sea Limited
SE
$52.8B
$149K 0.02%
832
INSM icon
359
Insmed
INSM
$28.8B
$147K 0.02%
1,020
+16
CMCSA icon
360
Comcast
CMCSA
$97.1B
$145K 0.02%
4,630
-646
VST icon
361
Vistra
VST
$52.6B
$143K 0.02%
731
-1,531
HDV
362
iShares Core High Dividend ETF
HDV
$2.71B
$143K 0.02%
1,166
MP icon
363
MP Materials
MP
$11.8B
$143K 0.02%
2,128
+198
RMD icon
364
ResMed
RMD
$29.9B
$143K 0.02%
521
-12
HUBB icon
365
Hubbell
HUBB
$27B
$142K 0.02%
330
-669
NUSC icon
366
Nuveen ESG Small-Cap ETF
NUSC
$1.29B
$141K 0.02%
3,203
BABA icon
367
Alibaba
BABA
$315B
$139K 0.02%
775
+200
KXI icon
368
iShares Global Consumer Staples ETF
KXI
$1.01B
$138K 0.02%
2,150
CI icon
369
Cigna
CI
$74.6B
$138K 0.02%
+480
QLD icon
370
ProShares Ultra QQQ
QLD
$12.2B
$137K 0.02%
2,000
PPG icon
371
PPG Industries
PPG
$24.1B
$136K 0.02%
1,293
-41
OTIS icon
372
Otis Worldwide
OTIS
$29.6B
$134K 0.02%
1,470
-396
HSBC icon
373
HSBC
HSBC
$315B
$130K 0.02%
1,838
NET icon
374
Cloudflare
NET
$76.6B
$129K 0.02%
599
-414
WPM icon
375
Wheaton Precious Metals
WPM
$57.1B
$127K 0.02%
1,135
+105
13 14
15
16 17