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
JOBY icon
676
Joby Aviation
JOBY
$12.8B
$29.1K ﹤0.01%
1,800
+1,000
CLX icon
677
Clorox
CLX
$12.2B
$29K ﹤0.01%
235
+83
WERN icon
678
Werner Enterprises
WERN
$1.82B
$29K ﹤0.01%
+1,100
NWG icon
679
NatWest
NWG
$68.1B
$28.9K ﹤0.01%
2,042
DASH icon
680
DoorDash
DASH
$98.2B
$28.8K ﹤0.01%
106
-271
VMEO
681
DELISTED
Vimeo
VMEO
$28.8K ﹤0.01%
3,716
GOOS
682
Canada Goose Holdings
GOOS
$1.26B
$28.7K ﹤0.01%
+2,080
AMLP icon
683
Alerian MLP ETF
AMLP
$10.5B
$28.2K ﹤0.01%
600
GRMN icon
684
Garmin
GRMN
$39.8B
$28.1K ﹤0.01%
114
-10
RGLD icon
685
Royal Gold
RGLD
$18.4B
$27.7K ﹤0.01%
138
ORI icon
686
Old Republic International
ORI
$11.2B
$27.6K ﹤0.01%
651
SAND
687
DELISTED
Sandstorm Gold
SAND
$27.6K ﹤0.01%
2,208
HPE icon
688
Hewlett Packard
HPE
$32.1B
$27.6K ﹤0.01%
1,124
+17
SBGI icon
689
Sinclair Inc
SBGI
$1.14B
$27.1K ﹤0.01%
1,795
+1,025
E icon
690
ENI
E
$54.2B
$26.9K ﹤0.01%
769
ICHR icon
691
Ichor Holdings
ICHR
$604M
$26.8K ﹤0.01%
1,530
FHN icon
692
First Horizon
FHN
$11.7B
$26.7K ﹤0.01%
1,181
STZ icon
693
Constellation Brands
STZ
$24.8B
$26.7K ﹤0.01%
198
-423
BXP icon
694
Boston Properties
BXP
$11.2B
$26.5K ﹤0.01%
357
-125
RBA icon
695
RB Global
RBA
$19.3B
$26.3K ﹤0.01%
243
UGI icon
696
UGI
UGI
$8.18B
$26.3K ﹤0.01%
+790
SSYS icon
697
Stratasys
SSYS
$775M
$26.1K ﹤0.01%
2,330
SNAP icon
698
Snap
SNAP
$12.7B
$26.1K ﹤0.01%
3,379
CRSP icon
699
CRISPR Therapeutics
CRSP
$5.33B
$25.9K ﹤0.01%
400
STRL icon
700
Sterling Infrastructure
STRL
$9.8B
$25.8K ﹤0.01%
76