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
APTV icon
826
Aptiv
APTV
$17.1B
$9.48K ﹤0.01%
139
-16
INVH icon
827
Invitation Homes
INVH
$17.4B
$9.48K ﹤0.01%
289
MTH icon
828
Meritage Homes
MTH
$4.7B
$9.38K ﹤0.01%
140
+104
BTC
829
Grayscale Bitcoin Mini Trust ETF
BTC
$4.12B
$9.36K ﹤0.01%
196
PBT
830
Permian Basin Royalty Trust
PBT
$953M
$9.35K ﹤0.01%
750
INGR icon
831
Ingredion
INGR
$6.84B
$9.09K ﹤0.01%
67
CART icon
832
Maplebear
CART
$10.8B
$9.05K ﹤0.01%
200
GGG icon
833
Graco
GGG
$13.3B
$8.94K ﹤0.01%
104
-9
ARRY icon
834
Array Technologies
ARRY
$1.25B
$8.91K ﹤0.01%
1,510
IT icon
835
Gartner
IT
$16.7B
$8.89K ﹤0.01%
22
-2
SAP icon
836
SAP
SAP
$285B
$8.82K ﹤0.01%
+29
DHI icon
837
D.R. Horton
DHI
$41.9B
$8.77K ﹤0.01%
68
-5
RDN icon
838
Radian Group
RDN
$4.78B
$8.75K ﹤0.01%
243
TTWO icon
839
Take-Two Interactive
TTWO
$43.4B
$8.74K ﹤0.01%
36
+2
THG icon
840
Hanover Insurance
THG
$6.45B
$8.66K ﹤0.01%
51
ACGL icon
841
Arch Capital
ACGL
$33.6B
$8.56K ﹤0.01%
94
MTZ icon
842
MasTec
MTZ
$15.2B
$8.52K ﹤0.01%
50
JOBY icon
843
Joby Aviation
JOBY
$13.1B
$8.44K ﹤0.01%
+800
VRSK icon
844
Verisk Analytics
VRSK
$30.1B
$8.41K ﹤0.01%
27
-61
CDW icon
845
CDW
CDW
$18.9B
$8.39K ﹤0.01%
47
+5
UNFI icon
846
United Natural Foods
UNFI
$2.35B
$8.28K ﹤0.01%
355
HP icon
847
Helmerich & Payne
HP
$2.77B
$8.19K ﹤0.01%
540
ACHR icon
848
Archer Aviation
ACHR
$5.13B
$8.14K ﹤0.01%
+750
HOLX icon
849
Hologic
HOLX
$16.5B
$8.02K ﹤0.01%
123
+23
BUR icon
850
Burford Capital
BUR
$1.88B
$7.93K ﹤0.01%
556