MCM
Manchester Capital Management Portfolio holdings
AUM
$737M
1-Year Est. Return
17.4%
1 Year Est. Return
+17.4%
AUM
$760M
AUM Growth
-$54.1M
(-6.6%)
Holding
1,252
Top Buys
| 1 | +$3.4M | |
| 2 | +$3.24M | |
| 3 | +$1.03M | |
| 4 |
BILL Holdings
BILL
|
+$1.02M |
| 5 |
Vanguard Total Bond Market
BND
|
+$635K |
Top Sells
| 1 | +$18.1M | |
| 2 | +$16.5M | |
| 3 | +$11.4M | |
| 4 |
Vanguard FTSE All-World ex-US ETF
VEU
|
+$7.26M |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
+$6.79M |
Sector Composition
| 1 | Technology | 18.41% |
| 2 | Industrials | 11.77% |
| 3 | Financials | 7.68% |
| 4 | Consumer Discretionary | 6.75% |
| 5 | Healthcare | 5.44% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Vanguard FTSE Emerging Markets ETF
VWO
$103B
| $4.43M | 0.58% |
89,563
-33,026
|
|
||
27
Vanguard High Dividend Yield ETF
VYM
$65.3B
| $4.29M | 0.56% |
32,210
+7,710
|
|
||
28
Home Depot
HD
$361B
| $4.24M | 0.56% |
11,568
-2,084
|
|
||
29
Tesla
TSLA
$1.34T
| $4.12M | 0.54% |
12,959
-1,193
|
|
||
30
AbbVie
ABBV
$411B
| $4.06M | 0.53% |
21,889
-32
|
|
||
31
Johnson & Johnson
JNJ
$472B
| $3.96M | 0.52% |
25,918
-8,811
|
|
||
32
Eli Lilly
LLY
$918B
| $3.91M | 0.51% |
5,011
-14
|
|
||
33
iShares Russell 2000 ETF
IWM
$68.2B
| $3.88M | 0.51% |
17,962
-762
|
|
||
34
Qualcomm
QCOM
$186B
| $3.72M | 0.49% |
23,335
-834
|
|
||
35
Broadcom
AVGO
$1.62T
| $3.68M | 0.48% |
13,350
+172
|
|
||
36
Costco
COST
$409B
| $3.41M | 0.45% |
3,440
+189
|
|
||
37
Vanguard Mid-Cap Value ETF
VOE
$19.1B
| $3.38M | 0.44% |
20,539
-31,675
|
|
||
38
Amphenol
APH
$164B
| $3.34M | 0.44% |
33,812
-5,247
|
|
||
39
Becton Dickinson
BDX
$55.3B
| $3.34M | 0.44% |
19,367
-362
|
|
||
40
Procter & Gamble
PG
$345B
| $3.33M | 0.44% |
20,917
-4,732
|
|
||
41
Walmart
WMT
$817B
| $3.2M | 0.42% |
32,758
+94
|
|
||
42
Meta Platforms (Facebook)
META
$1.54T
| $3.16M | 0.41% |
4,275
+157
|
|
||
43
Merck
MRK
$231B
| $3.08M | 0.4% |
38,851
-3,180
|
|
||
44
Abbott
ABT
$227B
| $3.02M | 0.4% |
22,219
-428
|
|
||
45
Invesco QQQ Trust
QQQ
$387B
| $3.02M | 0.4% |
5,468
+51
|
|
||
46
Vanguard Total Stock Market ETF
VTI
$547B
| $2.91M | 0.38% |
9,585
-7,802
|
|
||
47
iShares Core S&P 500 ETF
IVV
$667B
| $2.9M | 0.38% |
4,672
+900
|
|
||
48
Upstart Holdings
UPST
$3.77B
| $2.79M | 0.37% |
43,123
-269
|
|
||
49
McDonald's
MCD
$219B
| $2.64M | 0.35% |
9,024
-575
|
|
||
50
Mastercard
MA
$490B
| $2.54M | 0.33% |
4,516
-386
|
|