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
CRDO icon
576
Credo Technology Group
CRDO
$25.2B
$46.3K 0.01%
500
-1,100
CM icon
577
Canadian Imperial Bank of Commerce
CM
$81B
$46.2K 0.01%
652
SEE icon
578
Sealed Air
SEE
$6.37B
$46.2K 0.01%
1,488
+26
BBH icon
579
VanEck Biotech ETF
BBH
$411M
$46K 0.01%
300
VTRS icon
580
Viatris
VTRS
$12.3B
$45K 0.01%
5,034
+249
MSGS icon
581
Madison Square Garden
MSGS
$5.2B
$44.9K 0.01%
215
CCJ icon
582
Cameco
CCJ
$36.9B
$44.5K 0.01%
600
PHO icon
583
Invesco Water Resources ETF
PHO
$2.22B
$44.1K 0.01%
631
ALAB icon
584
Astera Labs
ALAB
$24.4B
$43.7K 0.01%
483
+283
GIS icon
585
General Mills
GIS
$25.3B
$43.6K 0.01%
842
-657
MSB
586
Mesabi Trust
MSB
$458M
$43.4K 0.01%
1,811
AEIS icon
587
Advanced Energy
AEIS
$7.64B
$43.1K 0.01%
325
PAYC icon
588
Paycom
PAYC
$9.12B
$42.8K 0.01%
185
+19
POWL icon
589
Powell Industries
POWL
$3.98B
$42.1K 0.01%
200
+60
RF icon
590
Regions Financial
RF
$21.9B
$42.1K 0.01%
1,789
+13
IP icon
591
International Paper
IP
$19.7B
$41.7K 0.01%
890
+70
RHI icon
592
Robert Half
RHI
$2.7B
$41.6K 0.01%
1,014
+189
SWKS icon
593
Skyworks Solutions
SWKS
$9.9B
$41.4K 0.01%
556
-18
HMC icon
594
Honda
HMC
$39B
$41K 0.01%
1,423
+24
ING icon
595
ING
ING
$75.4B
$40.8K 0.01%
1,865
+80
WCC icon
596
WESCO International
WCC
$12.5B
$40.7K 0.01%
220
+60
ROKU icon
597
Roku
ROKU
$14.7B
$40.7K 0.01%
463
-199
CIEN icon
598
Ciena
CIEN
$27B
$40.7K 0.01%
500
FSLR icon
599
First Solar
FSLR
$27.2B
$40.4K 0.01%
244
+41
WMB icon
600
Williams Companies
WMB
$74.5B
$40.3K 0.01%
641
22 23
24
25 26