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
FORM icon
601
FormFactor
FORM
$4.34B
$41.2K 0.01%
1,130
WYNN icon
602
Wynn Resorts
WYNN
$13.2B
$41K 0.01%
320
SPSM icon
603
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$13.4B
$41K 0.01%
+886
FANG icon
604
Diamondback Energy
FANG
$42.3B
$40.8K 0.01%
285
-379
CMA icon
605
Comerica
CMA
$11.2B
$40.8K 0.01%
595
-68
KVUE icon
606
Kenvue
KVUE
$33.1B
$40.7K 0.01%
2,510
+1,556
LYB icon
607
LyondellBasell Industries
LYB
$13.7B
$40.7K 0.01%
830
+225
WMB icon
608
Williams Companies
WMB
$71.8B
$40.6K 0.01%
641
FNV icon
609
Franco-Nevada
FNV
$40.8B
$40.3K 0.01%
181
DTE icon
610
DTE Energy
DTE
$26.8B
$40.2K 0.01%
284
IPG
611
DELISTED
Interpublic Group of Companies
IPG
$40.1K 0.01%
1,435
-3,335
TLS icon
612
Telos
TLS
$407M
$40K 0.01%
5,850
NI icon
613
NiSource
NI
$19.7B
$39.7K 0.01%
917
+277
NSC icon
614
Norfolk Southern
NSC
$66.9B
$39.7K 0.01%
132
-720
PSA icon
615
Public Storage
PSA
$47.7B
$39.6K 0.01%
+137
CYTK icon
616
Cytokinetics
CYTK
$7.45B
$39.6K 0.01%
720
PKG icon
617
Packaging Corp of America
PKG
$18.1B
$39.4K 0.01%
181
-22
PSX icon
618
Phillips 66
PSX
$55.1B
$38.7K 0.01%
284
-184
EW icon
619
Edwards Lifesciences
EW
$49B
$38.3K 0.01%
493
-13
ENPH icon
620
Enphase Energy
ENPH
$4.17B
$37.9K 0.01%
1,072
-135
TSCO icon
621
Tractor Supply
TSCO
$27.8B
$37.9K 0.01%
666
-50
CAG icon
622
Conagra Brands
CAG
$8.51B
$37.8K 0.01%
2,064
+996
CALM icon
623
Cal-Maine
CALM
$4.25B
$37.6K 0.01%
+400
BR icon
624
Broadridge
BR
$26.6B
$37.6K 0.01%
158
-5
FCX icon
625
Freeport-McMoran
FCX
$68B
$37.6K 0.01%
958
-202