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
UPST icon
51
Upstart Holdings
UPST
$4.56B
$2.19M 0.3%
43,123
PTON icon
52
Peloton Interactive
PTON
$2.59B
$2.14M 0.29%
237,443
-14,347
V icon
53
Visa
V
$665B
$2.13M 0.29%
6,232
-878
IVW icon
54
iShares S&P 500 Growth ETF
IVW
$65.9B
$2.11M 0.29%
17,492
-564
EOG icon
55
EOG Resources
EOG
$55.2B
$2.1M 0.28%
18,705
+22
IWB icon
56
iShares Russell 1000 ETF
IWB
$45.7B
$2.07M 0.28%
5,662
IWR icon
57
iShares Russell Mid-Cap ETF
IWR
$46.1B
$2.03M 0.28%
21,068
-990
VEU icon
58
Vanguard FTSE All-World ex-US ETF
VEU
$53B
$2.03M 0.27%
28,390
-46
UNP icon
59
Union Pacific
UNP
$140B
$2.02M 0.27%
8,549
-201
MA icon
60
Mastercard
MA
$508B
$2M 0.27%
3,521
-995
IEFA icon
61
iShares Core MSCI EAFE ETF
IEFA
$159B
$2M 0.27%
22,914
BKNG icon
62
Booking.com
BKNG
$175B
$1.93M 0.26%
357
+5
UNH icon
63
UnitedHealth
UNH
$303B
$1.9M 0.26%
5,500
+464
IWF icon
64
iShares Russell 1000 Growth ETF
IWF
$124B
$1.89M 0.26%
4,026
-43
LOW icon
65
Lowe's Companies
LOW
$138B
$1.86M 0.25%
7,411
-543
META icon
66
Meta Platforms (Facebook)
META
$1.66T
$1.81M 0.25%
2,464
-1,811
CVX icon
67
Chevron
CVX
$293B
$1.77M 0.24%
11,391
+5,048
CSCO icon
68
Cisco
CSCO
$306B
$1.67M 0.23%
24,425
-5,317
TPL icon
69
Texas Pacific Land
TPL
$18.9B
$1.67M 0.23%
1,789
-97
VUG icon
70
Vanguard Growth ETF
VUG
$200B
$1.67M 0.23%
3,476
-563
AMD icon
71
Advanced Micro Devices
AMD
$341B
$1.65M 0.22%
10,177
-793
BILL icon
72
BILL Holdings
BILL
$5.43B
$1.64M 0.22%
30,919
+8,799
VFH icon
73
Vanguard Financials ETF
VFH
$13.4B
$1.6M 0.22%
12,168
-100
GILD icon
74
Gilead Sciences
GILD
$147B
$1.51M 0.2%
13,560
-934
CBOE icon
75
Cboe Global Markets
CBOE
$26.1B
$1.48M 0.2%
6,019
+7
1 2
3
4 5