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
MUFG icon
526
Mitsubishi UFJ Financial
MUFG
$186B
$60K 0.01%
3,762
-10,653
BNS icon
527
Scotiabank
BNS
$90B
$59.2K 0.01%
+915
GPC icon
528
Genuine Parts
GPC
$18.3B
$58.9K 0.01%
425
-3
RPM icon
529
RPM International
RPM
$13.7B
$58.4K 0.01%
495
-1,300
ELS icon
530
Equity Lifestyle Properties
ELS
$12B
$58.3K 0.01%
961
-1,736
VGK icon
531
Vanguard FTSE Europe ETF
VGK
$29B
$58.2K 0.01%
729
TCBK icon
532
TriCo Bancshares
TCBK
$1.6B
$57.7K 0.01%
1,300
IGV icon
533
iShares Expanded Tech-Software Sector ETF
IGV
$8.15B
$57.5K 0.01%
500
MET icon
534
MetLife
MET
$54.4B
$57.5K 0.01%
698
-1,415
NVS icon
535
Novartis
NVS
$259B
$57.3K 0.01%
447
+9
ET icon
536
Energy Transfer Partners
ET
$56.7B
$57.1K 0.01%
3,328
OKE icon
537
Oneok
OKE
$46.3B
$56.3K 0.01%
772
-169
LVS icon
538
Las Vegas Sands
LVS
$45.3B
$56.3K 0.01%
1,047
-185
FSLR icon
539
First Solar
FSLR
$27.3B
$56K 0.01%
254
+10
CPRT icon
540
Copart
CPRT
$37.4B
$55.8K 0.01%
1,240
-800
VEEV icon
541
Veeva Systems
VEEV
$36.7B
$55.7K 0.01%
187
+13
SBAC icon
542
SBA Communications
SBAC
$20.4B
$55.3K 0.01%
+286
AEIS icon
543
Advanced Energy
AEIS
$8.12B
$55.3K 0.01%
325
FTV icon
544
Fortive
FTV
$17.4B
$54K 0.01%
1,102
-544
PIO icon
545
Invesco Global Water ETF
PIO
$273M
$53.9K 0.01%
+1,200
BTI icon
546
British American Tobacco
BTI
$125B
$53.3K 0.01%
1,005
SPYV icon
547
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$31.7B
$53.3K 0.01%
+964
MSB
548
Mesabi Trust
MSB
$454M
$53K 0.01%
1,811
MANU icon
549
Manchester United
MANU
$2.66B
$53K 0.01%
+3,501
WDC icon
550
Western Digital
WDC
$58.8B
$52.7K 0.01%
439
-138