MCM

Manchester Capital Management Portfolio holdings

AUM $735M
1-Year Est. Return 20.06%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$735M
AUM Growth
-$1.97M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,530
New
Increased
Reduced
Closed

Top Buys

1
+$3.07M
2
+$2.82M
3
+$1.65M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$1.46M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.35M

Top Sells

1
+$3.78M
2
+$2.24M
3
+$1.64M
4
TPL icon
Texas Pacific Land
TPL
+$1.57M
5
AME icon
Ametek
AME
+$1.43M

Sector Composition

1 Technology 19.56%
2 Industrials 10.07%
3 Financials 7.7%
4 Consumer Discretionary 7.42%
5 Healthcare 5.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PAYX icon
876
Paychex
PAYX
$33.2B
$5.38K ﹤0.01%
48
+7
VEEV icon
877
Veeva Systems
VEEV
$30.7B
$5.36K ﹤0.01%
24
-163
ARE icon
878
Alexandria Real Estate Equities
ARE
$8.37B
$5.29K ﹤0.01%
108
-666
DEO icon
879
Diageo
DEO
$42.7B
$5.18K ﹤0.01%
60
+17
EIRL icon
880
iShares MSCI Ireland ETF
EIRL
$75.4M
$5.15K ﹤0.01%
70
DOCU
881
DocuSign
DOCU
$9.52B
$5.13K ﹤0.01%
75
+72
DVA icon
882
DaVita
DVA
$10B
$5.11K ﹤0.01%
45
+3
FFIV icon
883
F5
FFIV
$16B
$5.11K ﹤0.01%
20
-276
CATY icon
884
Cathay General Bancorp
CATY
$3.17B
$5.08K ﹤0.01%
105
SEDG icon
885
SolarEdge
SEDG
$2.59B
$5.08K ﹤0.01%
+176
BNDX icon
886
Vanguard Total International Bond ETF
BNDX
$77.1B
$5.07K ﹤0.01%
+105
CTRA icon
887
Coterra Energy
CTRA
$25B
$5.05K ﹤0.01%
192
-1,823
TTC icon
888
Toro Company
TTC
$9.21B
$5.04K ﹤0.01%
64
-400
CMBS icon
889
iShares CMBS ETF
CMBS
$506M
$5.01K ﹤0.01%
+102
LPLA icon
890
LPL Financial
LPLA
$23.5B
$5K ﹤0.01%
14
+4
MHK icon
891
Mohawk Industries
MHK
$6.37B
$4.92K ﹤0.01%
45
-10
KNX icon
892
Knight Transportation
KNX
$8.51B
$4.86K ﹤0.01%
93
+47
HOLX icon
893
Hologic
HOLX
$16.8B
$4.77K ﹤0.01%
64
-35
BF.B icon
894
Brown-Forman Class B
BF.B
$10.6B
$4.74K ﹤0.01%
182
+21
THO icon
895
Thor Industries
THO
$4.4B
$4.72K ﹤0.01%
46
+8
PRCH icon
896
Porch Group
PRCH
$832M
$4.7K ﹤0.01%
515
SMCI icon
897
Super Micro Computer
SMCI
$18.9B
$4.63K ﹤0.01%
158
-7
AXTA icon
898
Axalta
AXTA
$5.96B
$4.59K ﹤0.01%
142
-9
YUMC icon
899
Yum China
YUMC
$19.1B
$4.58K ﹤0.01%
+96
GPK icon
900
Graphic Packaging
GPK
$2.9B
$4.52K ﹤0.01%
300
34 35
36
37 38