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MCM

Manchester Capital Management Portfolio holdings

AUM $694M
1-Year Est. Return 22.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$694M
AUM Growth
-$40.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,404
New
Increased
Reduced
Closed

Top Sells

1 +$1.96M
2 +$1.44M
3 +$884K
4
VTV icon
Vanguard Value ETF
VTV
+$645K
5
Z icon
Zillow
Z
+$564K

Sector Composition

1 Technology 18.73%
2 Industrials 11.16%
3 Financials 7.22%
4 Consumer Discretionary 7%
5 Healthcare 5.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
IEFA icon
51
iShares Core MSCI EAFE ETF
IEFA
$184B
$2.06M 0.3%
22,731
IWR icon
52
iShares Russell Mid-Cap ETF
IWR
$56.1B
$2.05M 0.3%
21,068
CVX icon
53
Chevron
CVX
$359B
$2.04M 0.29%
9,866
-643
CSCO icon
54
Cisco
CSCO
$474B
$1.99M 0.29%
25,708
-800
GLD icon
55
SPDR Gold Trust
GLD
$141B
$1.98M 0.29%
4,608
-1,974
GILD icon
56
Gilead Sciences
GILD
$154B
$1.85M 0.27%
13,270
+137
LOW icon
57
Lowe's Companies
LOW
$123B
$1.83M 0.26%
7,753
-85
VUG icon
58
Vanguard Growth ETF
VUG
$227B
$1.81M 0.26%
24,876
+4,530
MA icon
59
Mastercard
MA
$434B
$1.79M 0.26%
3,592
-271
ABT icon
60
Abbott
ABT
$154B
$1.79M 0.26%
17,449
-608
QQQ icon
61
Invesco QQQ Trust
QQQ
$492B
$1.72M 0.25%
2,986
-299
BKNG icon
62
Booking.com
BKNG
$135B
$1.72M 0.25%
10,225
+425
CBOE icon
63
Cboe Global Markets
CBOE
$30.7B
$1.68M 0.24%
5,978
+79
RKT icon
64
Rocket Companies
RKT
$39.4B
$1.65M 0.24%
115,848
-618
IVW icon
65
iShares S&P 500 Growth ETF
IVW
$75.2B
$1.65M 0.24%
14,574
-2,918
TJX icon
66
TJX Companies
TJX
$185B
$1.61M 0.23%
10,051
-301
IWF icon
67
iShares Russell 1000 Growth ETF
IWF
$128B
$1.59M 0.23%
14,924
-60
VFH icon
68
Vanguard Financials ETF
VFH
$12.8B
$1.47M 0.21%
12,162
UNH icon
69
UnitedHealth
UNH
$373B
$1.43M 0.21%
5,282
-117
AMGN icon
70
Amgen
AMGN
$189B
$1.42M 0.2%
4,034
+128
VBK icon
71
Vanguard Small-Cap Growth ETF
VBK
$24B
$1.42M 0.2%
4,687
-100
AXP icon
72
American Express
AXP
$229B
$1.31M 0.19%
4,340
-152
PEP icon
73
PepsiCo
PEP
$200B
$1.29M 0.19%
8,299
-788
IBM icon
74
IBM
IBM
$253B
$1.24M 0.18%
5,103
+130
BILL icon
75
BILL Holdings
BILL
$3.34B
$1.18M 0.17%
30,919