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
$760M
AUM Growth
-$54.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,252
New
Increased
Reduced
Closed

Top Buys

1 +$3.4M
2 +$3.24M
3 +$1.03M
4
BILL icon
BILL Holdings
BILL
+$1.02M
5
BND icon
Vanguard Total Bond Market
BND
+$635K

Top Sells

1 +$18.1M
2 +$16.5M
3 +$11.4M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$7.26M
5
SPY icon
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
XRT icon
551
State Street SPDR S&P Retail ETF
XRT
$572M
$53.9K 0.01%
700
EEM icon
552
iShares MSCI Emerging Markets ETF
EEM
$20.9B
$53.9K 0.01%
1,117
-37,802
EQT icon
553
EQT Corp
EQT
$37.4B
$53.8K 0.01%
922
+3
LVS icon
554
Las Vegas Sands
LVS
$44.2B
$53.6K 0.01%
1,232
-169
ARM icon
555
Arm
ARM
$148B
$53.4K 0.01%
330
-2,207
NVS icon
556
Novartis
NVS
$252B
$53K 0.01%
438
+23
SHW icon
557
Sherwin-Williams
SHW
$82.3B
$52.9K 0.01%
154
-2
TER icon
558
Teradyne
TER
$26.6B
$52.7K 0.01%
586
+133
TCBK icon
559
TriCo Bancshares
TCBK
$1.49B
$52.6K 0.01%
1,300
SOLV icon
560
Solventum
SOLV
$13.1B
$52.3K 0.01%
690
-10
TTD icon
561
Trade Desk
TTD
$20.3B
$52.2K 0.01%
725
-147
GPC icon
562
Genuine Parts
GPC
$17.7B
$51.9K 0.01%
428
+9
WOOD icon
563
iShares Global Timber & Forestry ETF
WOOD
$230M
$51.4K 0.01%
700
TNA icon
564
Direxion Daily Small Cap Bull 3x Shares
TNA
$2.13B
$50.3K 0.01%
+1,500
FCX icon
565
Freeport-McMoran
FCX
$57.7B
$50.3K 0.01%
1,160
-118
VEEV icon
566
Veeva Systems
VEEV
$48.1B
$50.1K 0.01%
174
+8
TKR icon
567
Timken Company
TKR
$5.32B
$49.4K 0.01%
681
IONS icon
568
Ionis Pharmaceuticals
IONS
$11.6B
$49.3K 0.01%
1,248
CP icon
569
Canadian Pacific Kansas City
CP
$63.7B
$49K 0.01%
618
SRE icon
570
Sempra
SRE
$60B
$48.6K 0.01%
642
+126
PPL icon
571
PPL Corp
PPL
$27.2B
$48.4K 0.01%
1,429
+250
ENPH icon
572
Enphase Energy
ENPH
$3.75B
$47.9K 0.01%
1,207
+1,202
VMC icon
573
Vulcan Materials
VMC
$37.1B
$47.7K 0.01%
183
-1
GTLB icon
574
GitLab
GTLB
$7.39B
$47.6K 0.01%
+1,055
BTI icon
575
British American Tobacco
BTI
$118B
$47.6K 0.01%
1,005