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
$760M
AUM Growth
-$54.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,252
New
Increased
Reduced
Closed

Top Buys

1 +$3.4M
2 +$3.24M
3 +$1.03M
4
BILL icon
BILL Holdings
BILL
+$1.02M
5
BND icon
Vanguard Total Bond Market
BND
+$635K

Top Sells

1 +$18.1M
2 +$16.5M
3 +$11.4M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$7.26M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$6.79M

Sector Composition

1 Technology 18.41%
2 Industrials 11.77%
3 Financials 7.68%
4 Consumer Discretionary 6.75%
5 Healthcare 5.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
CLX icon
726
Clorox
CLX
$12.6B
$18.3K ﹤0.01%
152
+76
ETJ
727
Eaton Vance Risk-Managed Diversified Equity Income Fund
ETJ
$590M
$18.1K ﹤0.01%
2,000
OMF icon
728
OneMain Financial
OMF
$6.97B
$18K ﹤0.01%
315
-4
CHRW icon
729
C.H. Robinson
CHRW
$18.1B
$17.9K ﹤0.01%
187
+15
KHC icon
730
Kraft Heinz
KHC
$29.4B
$17.9K ﹤0.01%
692
-860
UNIT
731
Uniti Group
UNIT
$1.55B
$17.8K ﹤0.01%
4,130
FDIG icon
732
Fidelity Crypto Industry and Digital Payments ETF
FDIG
$234M
$17.8K ﹤0.01%
500
RIO icon
733
Rio Tinto
RIO
$115B
$17.7K ﹤0.01%
304
-2
MAIN icon
734
Main Street Capital
MAIN
$5.23B
$17.7K ﹤0.01%
300
REG icon
735
Regency Centers
REG
$12.7B
$17.7K ﹤0.01%
248
GSK icon
736
GSK
GSK
$94.8B
$17.7K ﹤0.01%
460
-107
K icon
737
Kellanova
K
$29B
$17.7K ﹤0.01%
222
-46
FMC icon
738
FMC
FMC
$1.74B
$17.6K ﹤0.01%
422
+107
JNPR
739
DELISTED
Juniper Networks
JNPR
$17.6K ﹤0.01%
441
PODD icon
740
Insulet
PODD
$23.4B
$17.6K ﹤0.01%
56
-1
SW
741
Smurfit Westrock
SW
$17.9B
$17.6K ﹤0.01%
407
-402
LAZ icon
742
Lazard
LAZ
$4.69B
$17.6K ﹤0.01%
+366
STRL icon
743
Sterling Infrastructure
STRL
$10.4B
$17.5K ﹤0.01%
76
NJR icon
744
New Jersey Resources
NJR
$4.68B
$17.5K ﹤0.01%
390
SNA icon
745
Snap-on
SNA
$17.2B
$17.4K ﹤0.01%
56
WSM icon
746
Williams-Sonoma
WSM
$22.2B
$17.3K ﹤0.01%
106
+27
LII icon
747
Lennox International
LII
$16.5B
$17.2K ﹤0.01%
30
AMTM
748
Amentum Holdings
AMTM
$5.37B
$17.1K ﹤0.01%
725
-602
ILMN icon
749
Illumina
ILMN
$18.4B
$17K ﹤0.01%
178
+110
IDA icon
750
Idacorp
IDA
$6.93B
$17K ﹤0.01%
147