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
SHEL icon
601
Shell
SHEL
$217B
$39.8K 0.01%
565
-335
BR icon
602
Broadridge
BR
$26.4B
$39.6K 0.01%
163
EW icon
603
Edwards Lifesciences
EW
$50.1B
$39.6K 0.01%
506
-4
CMA icon
604
Comerica
CMA
$10B
$39.5K 0.01%
663
+62
FORM icon
605
FormFactor
FORM
$3.89B
$38.9K 0.01%
1,130
UHS icon
606
Universal Health Services
UHS
$14.1B
$38.8K 0.01%
214
-1
KEYS icon
607
Keysight
KEYS
$30.8B
$38.5K 0.01%
235
CVLT icon
608
Commault Systems
CVLT
$5.62B
$38.4K 0.01%
220
XAIX
609
Xtrackers Artificial Intelligence and Big Data ETF
XAIX
$79.2M
$38.3K 0.01%
1,000
PKG icon
610
Packaging Corp of America
PKG
$17.7B
$38.3K 0.01%
203
WBD icon
611
Warner Bros
WBD
$57.1B
$38.2K 0.01%
3,333
-406
FERG icon
612
Ferguson
FERG
$48.7B
$38.1K 0.01%
175
+8
HBAN icon
613
Huntington Bancshares
HBAN
$24.6B
$37.8K 0.01%
2,258
-550
RUN icon
614
Sunrun
RUN
$4.33B
$37.8K 0.01%
4,626
+434
EQNR icon
615
Equinor
EQNR
$61.4B
$37.8K 0.01%
1,503
+96
TSCO icon
616
Tractor Supply
TSCO
$29.3B
$37.8K 0.01%
716
-24
DTE icon
617
DTE Energy
DTE
$28.5B
$37.6K ﹤0.01%
284
BEN icon
618
Franklin Resources
BEN
$11.5B
$37.5K ﹤0.01%
1,574
-94
TAK icon
619
Takeda Pharmaceutical
TAK
$45.1B
$37.5K ﹤0.01%
2,427
+189
WDC icon
620
Western Digital
WDC
$54B
$36.9K ﹤0.01%
577
+185
HII icon
621
Huntington Ingalls Industries
HII
$12.3B
$36.7K ﹤0.01%
152
TPC
622
Tutor Perini Cor
TPC
$3.12B
$36K ﹤0.01%
769
-105
CMS icon
623
CMS Energy
CMS
$22.5B
$35.5K ﹤0.01%
513
-3
KDP icon
624
Keurig Dr Pepper
KDP
$36.9B
$35.2K ﹤0.01%
1,065
+182
LYB icon
625
LyondellBasell Industries
LYB
$14.6B
$35K ﹤0.01%
605
-47