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
$737M
AUM Growth
-$23.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,352
New
Increased
Reduced
Closed

Top Buys

1 +$13.5M
2 +$2.25M
3 +$2.21M
4
Z icon
Zillow
Z
+$834K
5
CVX icon
Chevron
CVX
+$784K

Top Sells

1 +$9.97M
2 +$9.53M
3 +$5.36M
4
NVDA icon
NVIDIA
NVDA
+$3.43M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$2.93M

Sector Composition

1 Technology 19.31%
2 Industrials 11.49%
3 Financials 7.62%
4 Consumer Discretionary 6.98%
5 Healthcare 5.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
FTI icon
826
TechnipFMC
FTI
$17.7B
$12.9K ﹤0.01%
+326
BMI icon
827
Badger Meter
BMI
$5.42B
$12.9K ﹤0.01%
+72
ALB icon
828
Albemarle
ALB
$15.4B
$12.8K ﹤0.01%
+158
RHI icon
829
Robert Half
RHI
$2.81B
$12.7K ﹤0.01%
375
-639
IPGP icon
830
IPG Photonics
IPGP
$3.24B
$12.7K ﹤0.01%
160
EWU icon
831
iShares MSCI United Kingdom ETF
EWU
$2.72B
$12.6K ﹤0.01%
+300
WHR icon
832
Whirlpool
WHR
$4.24B
$12.4K ﹤0.01%
158
-44
GATX icon
833
GATX Corp
GATX
$6.06B
$12.4K ﹤0.01%
+71
EXEL icon
834
Exelixis
EXEL
$11.2B
$12.4K ﹤0.01%
300
EZU icon
835
iShare MSCI Eurozone ETF
EZU
$8.62B
$12.4K ﹤0.01%
+200
VOD icon
836
Vodafone
VOD
$30B
$12.4K ﹤0.01%
1,067
+951
QBTS icon
837
D-Wave Quantum
QBTS
$9.11B
$12.4K ﹤0.01%
+500
SNV icon
838
Synovus
SNV
$7.29B
$12.3K ﹤0.01%
+250
L icon
839
Loews
L
$21.5B
$12.2K ﹤0.01%
122
-40
IRM icon
840
Iron Mountain
IRM
$23.9B
$12.1K ﹤0.01%
119
+1
ORA icon
841
Ormat Technologies
ORA
$6.76B
$12.1K ﹤0.01%
126
DXCM icon
842
DexCom
DXCM
$25.9B
$12.1K ﹤0.01%
180
+36
LEU icon
843
Centrus Energy
LEU
$4.29B
$12.1K ﹤0.01%
+39
ICL icon
844
ICL Group
ICL
$6.36B
$12K ﹤0.01%
1,920
-107
CF icon
845
CF Industries
CF
$12.1B
$12K ﹤0.01%
134
-32
HP icon
846
Helmerich & Payne
HP
$2.69B
$11.9K ﹤0.01%
540
WAB icon
847
Wabtec
WAB
$36.5B
$11.8K ﹤0.01%
59
-13
MELI icon
848
Mercado Libre
MELI
$98B
$11.7K ﹤0.01%
5
EXP icon
849
Eagle Materials
EXP
$7.14B
$11.7K ﹤0.01%
+50
TTWO icon
850
Take-Two Interactive
TTWO
$45.2B
$11.6K ﹤0.01%
45
+9