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
SNY icon
751
Sanofi
SNY
$127B
$16.9K ﹤0.01%
350
-120
PATH icon
752
UiPath
PATH
$7.45B
$16.9K ﹤0.01%
1,318
-469
GEHC icon
753
GE HealthCare
GEHC
$33.3B
$16.7K ﹤0.01%
225
+21
BP icon
754
BP
BP
$93.4B
$16.5K ﹤0.01%
551
+89
WPP icon
755
WPP
WPP
$4.09B
$16.4K ﹤0.01%
469
+459
MNST icon
756
Monster Beverage
MNST
$69.7B
$16.4K ﹤0.01%
262
-5
XDAT icon
757
Franklin Exponential Data ETF
XDAT
$3.95M
$16.4K ﹤0.01%
600
DGX icon
758
Quest Diagnostics
DGX
$20.8B
$16.3K ﹤0.01%
91
TGNA icon
759
TEGNA Inc
TGNA
$3.21B
$16.3K ﹤0.01%
970
UDR icon
760
UDR
UDR
$11.5B
$16.3K ﹤0.01%
398
MSCI icon
761
MSCI
MSCI
$42.5B
$16.1K ﹤0.01%
28
TEF icon
762
Telefonica
TEF
$24.2B
$16.1K ﹤0.01%
3,083
+207
OGE icon
763
OGE Energy
OGE
$9.02B
$15.9K ﹤0.01%
359
WSO icon
764
Watsco Inc
WSO
$13.9B
$15.9K ﹤0.01%
36
+2
MLI icon
765
Mueller Industries
MLI
$11.9B
$15.9K ﹤0.01%
200
UBSI icon
766
United Bankshares
UBSI
$5.12B
$15.7K ﹤0.01%
+432
WT icon
767
WisdomTree
WT
$1.58B
$15.6K ﹤0.01%
1,351
ARWR icon
768
Arrowhead Research
ARWR
$5.7B
$15.5K ﹤0.01%
979
+540
RGTI icon
769
Rigetti Computing
RGTI
$8.41B
$15.4K ﹤0.01%
1,300
+100
CF icon
770
CF Industries
CF
$13.3B
$15.3K ﹤0.01%
166
AB icon
771
AllianceBernstein
AB
$3.58B
$15.3K ﹤0.01%
407
STE icon
772
Steris
STE
$25.4B
$15.1K ﹤0.01%
63
-180
WAB icon
773
Wabtec
WAB
$34.9B
$15.1K ﹤0.01%
72
-34
VMEO icon
774
Vimeo
VMEO
$1.31B
$15K ﹤0.01%
3,716
+1,840
CUZ icon
775
Cousins Properties
CUZ
$4.35B
$14.9K ﹤0.01%
496
-2,216