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
GSK icon
651
GSK
GSK
$98.4B
$31.7K ﹤0.01%
735
+275
LNT icon
652
Alliant Energy
LNT
$16.8B
$31.7K ﹤0.01%
470
-8
CRWV
653
CoreWeave Inc
CRWV
$34.6B
$31.5K ﹤0.01%
+230
ED icon
654
Consolidated Edison
ED
$35.7B
$31.5K ﹤0.01%
313
+14
ORBS
655
Eightco Holdings
ORBS
$487M
$31.1K ﹤0.01%
+3,400
PSP icon
656
Invesco Global Listed Private Equity ETF
PSP
$312M
$31.1K ﹤0.01%
450
WSR
657
Whitestone REIT
WSR
$694M
$30.9K ﹤0.01%
2,518
ARW icon
658
Arrow Electronics
ARW
$5.81B
$30.9K ﹤0.01%
+255
INCY icon
659
Incyte
INCY
$19B
$30.6K ﹤0.01%
361
BEN icon
660
Franklin Resources
BEN
$12.2B
$30.6K ﹤0.01%
1,322
-252
RDNT icon
661
RadNet
RDNT
$5.5B
$30.5K ﹤0.01%
400
LLYVA icon
662
Liberty Live Group Series A
LLYVA
$7.54B
$30.5K ﹤0.01%
323
VICR icon
663
Vicor
VICR
$4.17B
$30.3K ﹤0.01%
610
AFL icon
664
Aflac
AFL
$57.4B
$30.3K ﹤0.01%
271
-2,265
IYK icon
665
iShares US Consumer Staples ETF
IYK
$1.18B
$30.2K ﹤0.01%
441
ARRY icon
666
Array Technologies
ARRY
$1.3B
$30.1K ﹤0.01%
3,693
+2,183
BN icon
667
Brookfield
BN
$101B
$30K ﹤0.01%
656
DOV icon
668
Dover
DOV
$27B
$29.7K ﹤0.01%
178
-882
PHYS icon
669
Sprott Physical Gold
PHYS
$15.8B
$29.6K ﹤0.01%
1,000
HXL icon
670
Hexcel
HXL
$5.76B
$29.6K ﹤0.01%
472
AGCO icon
671
AGCO
AGCO
$7.94B
$29.6K ﹤0.01%
276
-1
MIAX
672
Miami International Holdings
MIAX
$3.53B
$29.5K ﹤0.01%
+732
LNC icon
673
Lincoln National
LNC
$8.6B
$29.4K ﹤0.01%
728
-96
DINO icon
674
HF Sinclair
DINO
$8.76B
$29.2K ﹤0.01%
557
NTAP icon
675
NetApp
NTAP
$22.4B
$29.1K ﹤0.01%
246
-63