MCM

Manchester Capital Management Portfolio holdings

AUM $760M
1-Year Est. Return 13.71%
This Quarter Est. Return
1 Year Est. Return
+13.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$811M
AUM Growth
+$67.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,076
New
Increased
Reduced
Closed

Top Buys

1 +$3.04M
2 +$1.84M
3 +$1.67M
4
AMD icon
Advanced Micro Devices
AMD
+$1.59M
5
NVDA icon
NVIDIA
NVDA
+$1.45M

Top Sells

1 +$7.19M
2 +$2.01M
3 +$1.05M
4
VHT icon
Vanguard Health Care ETF
VHT
+$887K
5
VTV icon
Vanguard Value ETF
VTV
+$697K

Sector Composition

1 Industrials 14.79%
2 Technology 13.44%
3 Financials 7.95%
4 Consumer Discretionary 6.31%
5 Healthcare 6.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$2.49M 0.31%
14,240
+1,178
52
$2.48M 0.3%
3,381
+105
53
$2.39M 0.29%
18,669
-99
54
$2.27M 0.28%
4,709
+269
55
$2.2M 0.27%
38,214
+518
56
$2.19M 0.27%
2,152
-14
57
$2.16M 0.27%
12,310
-1,010
58
$2.15M 0.26%
8,754
+200
59
$2.09M 0.26%
6,215
-7
60
$2.08M 0.26%
4,289
+656
61
$2.07M 0.25%
25,945
+600
62
$1.89M 0.23%
31,424
+143
63
$1.87M 0.23%
22,179
-1,460
64
$1.86M 0.23%
30,359
-2,734
65
$1.85M 0.23%
3,191
+121
66
$1.85M 0.23%
14,985
+14,900
67
$1.84M 0.23%
6,609
+998
68
$1.77M 0.22%
6,241
-71
69
$1.76M 0.22%
5,868
70
$1.71M 0.21%
3,911
+4
71
$1.67M 0.21%
12,620
+2,530
72
$1.63M 0.2%
2,928
73
$1.62M 0.2%
19,400
74
$1.61M 0.2%
12,441
-138
75
$1.59M 0.2%
+8,835