MCM

Manchester Capital Management Portfolio holdings

AUM $735M
1-Year Est. Return 20.06%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.06%
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
+$13M
2
+$2.16M
3
+$2.02M
4
Z icon
Zillow
Z
+$884K
5
CVX icon
Chevron
CVX
+$782K

Top Sells

1
+$10.2M
2
+$9.17M
3
+$4.76M
4
NVDA icon
NVIDIA
NVDA
+$3.2M
5
MSFT icon
Microsoft
MSFT
+$2.87M

Sector Composition

1 Technology 19.29%
2 Industrials 11.49%
3 Financials 7.64%
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
$107B
$31.7K ﹤0.01%
735
+275
LNT icon
652
Alliant Energy
LNT
$18.7B
$31.7K ﹤0.01%
470
-8
CRWV
653
CoreWeave Inc
CRWV
$43.2B
$31.5K ﹤0.01%
+230
ED icon
654
Consolidated Edison
ED
$41.5B
$31.5K ﹤0.01%
313
+14
ORBS
655
Eightco Holdings
ORBS
$190M
$31.1K ﹤0.01%
+3,400
PSP icon
656
Invesco Global Listed Private Equity ETF
PSP
$237M
$31.1K ﹤0.01%
450
WSR
657
Whitestone REIT
WSR
$851M
$30.9K ﹤0.01%
2,518
ARW icon
658
Arrow Electronics
ARW
$7.2B
$30.9K ﹤0.01%
+255
INCY icon
659
Incyte
INCY
$18.8B
$30.6K ﹤0.01%
361
BEN icon
660
Franklin Resources
BEN
$12.8B
$30.6K ﹤0.01%
1,322
-252
RDNT icon
661
RadNet
RDNT
$4.94B
$30.5K ﹤0.01%
400
LLYVA icon
662
Liberty Live Group Series A
LLYVA
$8.64B
$30.5K ﹤0.01%
323
VICR icon
663
Vicor
VICR
$8.91B
$30.3K ﹤0.01%
610
AFL icon
664
Aflac
AFL
$56.6B
$30.3K ﹤0.01%
271
-2,265
IYK icon
665
iShares US Consumer Staples ETF
IYK
$1.27B
$30.2K ﹤0.01%
441
ARRY icon
666
Array Technologies
ARRY
$1.07B
$30.1K ﹤0.01%
3,693
+2,183
BN icon
667
Brookfield
BN
$89.1B
$30K ﹤0.01%
656
DOV icon
668
Dover
DOV
$28.8B
$29.7K ﹤0.01%
178
-882
PHYS icon
669
Sprott Physical Gold
PHYS
$18.2B
$29.6K ﹤0.01%
1,000
HXL icon
670
Hexcel
HXL
$6.14B
$29.6K ﹤0.01%
472
AGCO icon
671
AGCO
AGCO
$8.44B
$29.6K ﹤0.01%
276
-1
MIAX
672
Miami International Holdings
MIAX
$3.69B
$29.5K ﹤0.01%
+732
LNC icon
673
Lincoln National
LNC
$6.57B
$29.4K ﹤0.01%
728
-96
DINO icon
674
HF Sinclair
DINO
$10.5B
$29.2K ﹤0.01%
557
NTAP icon
675
NetApp
NTAP
$20.1B
$29.1K ﹤0.01%
246
-63
25 26
27
28 29