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
L icon
776
Loews
L
$21.6B
$14.8K ﹤0.01%
162
-20
ETHE
777
Grayscale Ethereum Trust ETF
ETHE
$3.53B
$14.6K ﹤0.01%
700
-235
TKO icon
778
TKO Group
TKO
$14.5B
$14.6K ﹤0.01%
80
ADIL
779
Adial Pharmaceuticals
ADIL
$7.1M
$14.5K ﹤0.01%
48,097
SCHB icon
780
Schwab US Broad Market ETF
SCHB
$37.4B
$14.3K ﹤0.01%
600
-1,430
PGRE
781
Paramount Group
PGRE
$1.45B
$14.2K ﹤0.01%
2,335
-6,529
ROK icon
782
Rockwell Automation
ROK
$42.3B
$14K ﹤0.01%
42
-17
ICL icon
783
ICL Group
ICL
$7.05B
$13.9K ﹤0.01%
2,027
+107
HRL icon
784
Hormel Foods
HRL
$12.5B
$13.9K ﹤0.01%
458
+54
LYV icon
785
Live Nation Entertainment
LYV
$31.5B
$13.8K ﹤0.01%
91
+35
SAN icon
786
Banco Santander
SAN
$159B
$13.7K ﹤0.01%
1,655
+168
EVR icon
787
Evercore
EVR
$11.9B
$13.5K ﹤0.01%
50
-1,801
KAR icon
788
Openlane
KAR
$2.73B
$13.3K ﹤0.01%
542
EXEL icon
789
Exelixis
EXEL
$11.2B
$13.2K ﹤0.01%
300
LUMN icon
790
Lumen
LUMN
$8.19B
$13.1K ﹤0.01%
3,000
VOYA icon
791
Voya Financial
VOYA
$6.73B
$13.1K ﹤0.01%
185
+25
MELI icon
792
Mercado Libre
MELI
$104B
$13.1K ﹤0.01%
5
BSV icon
793
Vanguard Short-Term Bond ETF
BSV
$38.8B
$13.1K ﹤0.01%
166
CPNG icon
794
Coupang
CPNG
$51.5B
$12.7K ﹤0.01%
424
+400
DXCM icon
795
DexCom
DXCM
$22.6B
$12.6K ﹤0.01%
144
-1
TMHC icon
796
Taylor Morrison
TMHC
$5.84B
$12.5K ﹤0.01%
204
TPR icon
797
Tapestry
TPR
$20.8B
$12.5K ﹤0.01%
142
+4
EVRG icon
798
Evergy
EVRG
$17.6B
$12.3K ﹤0.01%
179
+140
ALGN icon
799
Align Technology
ALGN
$9.84B
$12.3K ﹤0.01%
65
+10
CHTR icon
800
Charter Communications
CHTR
$26.3B
$12.3K ﹤0.01%
30