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
BLOK icon
401
Amplify Blockchain Technology ETF
BLOK
$1.18B
$107K 0.01%
1,590
RACE icon
402
Ferrari
RACE
$65.1B
$106K 0.01%
+218
MLM icon
403
Martin Marietta Materials
MLM
$37.9B
$105K 0.01%
167
-330
TEM
404
Tempus AI
TEM
$12.6B
$105K 0.01%
1,300
SHEL icon
405
Shell
SHEL
$206B
$105K 0.01%
1,465
+900
ECL icon
406
Ecolab
ECL
$74.7B
$104K 0.01%
379
-657
VRTX icon
407
Vertex Pharmaceuticals
VRTX
$115B
$103K 0.01%
264
-242
WDAY icon
408
Workday
WDAY
$59B
$103K 0.01%
428
+47
NTNX icon
409
Nutanix
NTNX
$12.9B
$102K 0.01%
1,373
-1
ALL icon
410
Allstate
ALL
$54.2B
$101K 0.01%
472
-1,288
UEC icon
411
Uranium Energy
UEC
$6.25B
$101K 0.01%
7,570
+3,460
LNG icon
412
Cheniere Energy
LNG
$40.8B
$101K 0.01%
429
-21
IVOV icon
413
Vanguard S&P Mid-Cap 400 Value ETF
IVOV
$1.16B
$101K 0.01%
1,000
CTVA icon
414
Corteva
CTVA
$44.7B
$101K 0.01%
1,489
-3,465
EXC icon
415
Exelon
EXC
$43.9B
$99.7K 0.01%
2,214
+50
SONY icon
416
Sony
SONY
$160B
$99.4K 0.01%
3,454
-7,612
TT icon
417
Trane Technologies
TT
$86.7B
$98.9K 0.01%
234
-1,383
GIS icon
418
General Mills
GIS
$24.9B
$98.7K 0.01%
1,958
+1,116
PLD icon
419
Prologis
PLD
$121B
$98.6K 0.01%
+861
LHX icon
420
L3Harris
LHX
$53.7B
$97.7K 0.01%
320
-2
HCA icon
421
HCA Healthcare
HCA
$111B
$97.6K 0.01%
229
-19
AMBA icon
422
Ambarella
AMBA
$3.24B
$96.5K 0.01%
1,170
CAH icon
423
Cardinal Health
CAH
$47.1B
$95.9K 0.01%
611
-2
FFIV icon
424
F5
FFIV
$15.3B
$95.7K 0.01%
296
+49
AMZA icon
425
InfraCap MLP ETF
AMZA
$385M
$95.4K 0.01%
+2,375