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
$814M
AUM Growth
-$47.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,212
New
Increased
Reduced
Closed

Top Buys

1 +$5.59M
2 +$3.61M
3 +$1.73M
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$1.12M
5
VTV icon
Vanguard Value ETF
VTV
+$1.04M

Top Sells

1 +$4.78M
2 +$4.37M
3 +$2.48M
4
IWV icon
iShares Russell 3000 ETF
IWV
+$1.55M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$979K

Sector Composition

1 Technology 15.25%
2 Industrials 12.61%
3 Financials 8.74%
4 Consumer Discretionary 5.95%
5 Healthcare 5.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
DECK icon
751
Deckers Outdoor
DECK
$11.6B
$16.3K ﹤0.01%
146
-2,352
JNPR
752
DELISTED
Juniper Networks
JNPR
$16K ﹤0.01%
441
+375
WDC icon
753
Western Digital
WDC
$55.9B
$15.8K ﹤0.01%
392
-58
MSCI icon
754
MSCI
MSCI
$43.6B
$15.8K ﹤0.01%
28
+10
WHR icon
755
Whirlpool
WHR
$3.84B
$15.8K ﹤0.01%
175
+4
DFS
756
DELISTED
Discover Financial Services
DFS
$15.7K ﹤0.01%
92
+11
MNST icon
757
Monster Beverage
MNST
$64.7B
$15.6K ﹤0.01%
267
+106
BP icon
758
BP
BP
$91.6B
$15.6K ﹤0.01%
+462
AB icon
759
AllianceBernstein
AB
$3.61B
$15.6K ﹤0.01%
407
-65
OMF icon
760
OneMain Financial
OMF
$6.99B
$15.6K ﹤0.01%
319
WTW icon
761
Willis Towers Watson
WTW
$30.9B
$15.5K ﹤0.01%
46
+2
TWLO icon
762
Twilio
TWLO
$19.3B
$15.5K ﹤0.01%
158
DGX icon
763
Quest Diagnostics
DGX
$19.6B
$15.4K ﹤0.01%
91
-17
JAZZ icon
764
Jazz Pharmaceuticals
JAZZ
$8.15B
$15.4K ﹤0.01%
124
+100
ROK icon
765
Rockwell Automation
ROK
$41.9B
$15.2K ﹤0.01%
59
+15
MLI icon
766
Mueller Industries
MLI
$11.8B
$15.2K ﹤0.01%
200
SRPT icon
767
Sarepta Therapeutics
SRPT
$1.85B
$15.1K ﹤0.01%
237
PODD icon
768
Insulet
PODD
$22.8B
$15K ﹤0.01%
57
+10
FNB icon
769
FNB Corp
FNB
$5.65B
$14.4K ﹤0.01%
1,069
MOS icon
770
The Mosaic Company
MOS
$7.91B
$14.3K ﹤0.01%
531
+266
ETHE
771
Grayscale Ethereum Trust ETF
ETHE
$3.71B
$14.2K ﹤0.01%
935
HP icon
772
Helmerich & Payne
HP
$2.62B
$14.1K ﹤0.01%
540
-134
TSN icon
773
Tyson Foods
TSN
$18.4B
$14K ﹤0.01%
219
-6
TLS icon
774
Telos
TLS
$477M
$13.9K ﹤0.01%
5,850
VNOM icon
775
Viper Energy
VNOM
$6.22B
$13.8K ﹤0.01%
306