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
$735M
AUM Growth
-$1.97M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,530
New
Increased
Reduced
Closed

Top Buys

1
+$3.07M
2
+$2.82M
3
+$1.65M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$1.46M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.35M

Top Sells

1
+$3.78M
2
+$2.24M
3
+$1.64M
4
TPL icon
Texas Pacific Land
TPL
+$1.57M
5
AME icon
Ametek
AME
+$1.43M

Sector Composition

1 Technology 19.56%
2 Industrials 10.07%
3 Financials 7.7%
4 Consumer Discretionary 7.42%
5 Healthcare 5.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IWB icon
51
iShares Russell 1000 ETF
IWB
$47.6B
$2.16M 0.29%
5,774
+112
IVW icon
52
iShares S&P 500 Growth ETF
IVW
$74.4B
$2.16M 0.29%
17,492
BKNG icon
53
Booking.com
BKNG
$120B
$2.1M 0.29%
9,800
+875
VEU icon
54
Vanguard FTSE All-World ex-US ETF
VEU
$65.6B
$2.09M 0.28%
28,424
+34
UNP icon
55
Union Pacific
UNP
$157B
$2.08M 0.28%
8,999
+450
CSCO icon
56
Cisco
CSCO
$402B
$2.04M 0.28%
26,508
+2,083
IEFA icon
57
iShares Core MSCI EAFE ETF
IEFA
$183B
$2.03M 0.28%
22,731
-183
IWR icon
58
iShares Russell Mid-Cap ETF
IWR
$52.8B
$2.03M 0.28%
21,068
QQQ icon
59
Invesco QQQ Trust
QQQ
$469B
$2.02M 0.27%
3,285
-1,975
EOG icon
60
EOG Resources
EOG
$71.9B
$1.96M 0.27%
18,641
-64
LOW icon
61
Lowe's Companies
LOW
$123B
$1.89M 0.26%
7,838
+427
UPST icon
62
Upstart Holdings
UPST
$2.58B
$1.89M 0.26%
43,123
UNH icon
63
UnitedHealth
UNH
$364B
$1.78M 0.24%
5,399
-101
IWF icon
64
iShares Russell 1000 Growth ETF
IWF
$129B
$1.77M 0.24%
14,984
-1,120
BILL icon
65
BILL Holdings
BILL
$3.98B
$1.69M 0.23%
30,919
AXP icon
66
American Express
AXP
$211B
$1.66M 0.23%
4,492
+331
VUG icon
67
Vanguard Growth ETF
VUG
$225B
$1.65M 0.23%
20,346
-510
VFH icon
68
Vanguard Financials ETF
VFH
$12.2B
$1.62M 0.22%
12,162
-6
GILD icon
69
Gilead Sciences
GILD
$165B
$1.61M 0.22%
13,133
-427
PTON icon
70
Peloton Interactive
PTON
$2.28B
$1.6M 0.22%
260,484
+23,041
CVX icon
71
Chevron
CVX
$370B
$1.6M 0.22%
10,509
-882
TJX icon
72
TJX Companies
TJX
$163B
$1.59M 0.22%
10,352
+482
SHOP icon
73
Shopify
SHOP
$124B
$1.58M 0.22%
9,846
+761
META icon
74
Meta Platforms (Facebook)
META
$1.57T
$1.51M 0.21%
2,293
-171
CBOE icon
75
Cboe Global Markets
CBOE
$38.4B
$1.48M 0.2%
5,899
-120
1 2
3
4 5