MCM

Manchester Capital Management Portfolio holdings

AUM $737M
1-Year Est. Return 17.4%
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 19.31%
2 Industrials 11.49%
3 Financials 7.62%
4 Consumer Discretionary 6.98%
5 Healthcare 5.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
HE icon
376
Hawaiian Electric Industries
HE
$2.05B
$125K 0.02%
11,359
+561
LITE icon
377
Lumentum
LITE
$23.7B
$125K 0.02%
769
-260
NXPI icon
378
NXP Semiconductors
NXPI
$58.3B
$125K 0.02%
549
+18
LB
379
LandBridge Co
LB
$1.46B
$124K 0.02%
+2,328
EFA icon
380
iShares MSCI EAFE ETF
EFA
$70.4B
$123K 0.02%
1,318
+5
BIIB icon
381
Biogen
BIIB
$25.8B
$123K 0.02%
878
+4
MTD icon
382
Mettler-Toledo International
MTD
$28.9B
$123K 0.02%
100
+2
AJG icon
383
Arthur J. Gallagher & Co
AJG
$65.8B
$122K 0.02%
395
-1,459
VXUS icon
384
Vanguard Total International Stock ETF
VXUS
$115B
$122K 0.02%
1,663
-575
AVAV icon
385
AeroVironment
AVAV
$11.7B
$122K 0.02%
387
LII icon
386
Lennox International
LII
$17.4B
$122K 0.02%
230
+200
CROX icon
387
Crocs
CROX
$4.71B
$120K 0.02%
1,437
AN icon
388
AutoNation
AN
$7.53B
$119K 0.02%
543
JCI icon
389
Johnson Controls International
JCI
$71.4B
$118K 0.02%
1,074
-113
SNPS icon
390
Synopsys
SNPS
$86.6B
$117K 0.02%
237
-103
AKAM icon
391
Akamai
AKAM
$12.4B
$116K 0.02%
1,537
+25
MRVL icon
392
Marvell Technology
MRVL
$71.5B
$115K 0.02%
1,372
-918
KBH icon
393
KB Home
KBH
$4.21B
$115K 0.02%
1,806
+1,321
TRI icon
394
Thomson Reuters
TRI
$58.6B
$114K 0.02%
735
PFG icon
395
Principal Financial Group
PFG
$19.9B
$114K 0.02%
1,375
+102
JBGS
396
JBG SMITH
JBGS
$1.03B
$114K 0.02%
5,115
-419
DOX icon
397
Amdocs
DOX
$8.59B
$111K 0.02%
1,350
VSH icon
398
Vishay Intertechnology
VSH
$2.05B
$110K 0.01%
7,175
XLP icon
399
State Street Consumer Staples Select Sector SPDR ETF
XLP
$15.1B
$110K 0.01%
1,400
-452
GGME icon
400
Invesco Next Gen Media and Gaming ETF
GGME
$147M
$109K 0.01%
1,700