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
DAR icon
876
Darling Ingredients
DAR
$5.79B
$9.51K ﹤0.01%
308
-4,979
AFG icon
877
American Financial Group
AFG
$11.4B
$9.47K ﹤0.01%
+65
NTLA icon
878
Intellia Therapeutics
NTLA
$1.06B
$9.33K ﹤0.01%
540
THG icon
879
Hanover Insurance
THG
$6.59B
$9.26K ﹤0.01%
51
CDW icon
880
CDW
CDW
$18.9B
$9.24K ﹤0.01%
58
+11
CNXC icon
881
Concentrix
CNXC
$2.41B
$9.23K ﹤0.01%
200
GGG icon
882
Graco
GGG
$13.9B
$8.84K ﹤0.01%
104
RDN icon
883
Radian Group
RDN
$4.86B
$8.8K ﹤0.01%
243
HUN icon
884
Huntsman Corp
HUN
$1.81B
$8.76K ﹤0.01%
+975
MFG icon
885
Mizuho Financial
MFG
$94.1B
$8.69K ﹤0.01%
1,297
-2,447
PRCH icon
886
Porch Group
PRCH
$981M
$8.64K ﹤0.01%
515
EQH icon
887
Equitable Holdings
EQH
$13.8B
$8.63K ﹤0.01%
+170
WPP icon
888
WPP
WPP
$4.8B
$8.62K ﹤0.01%
344
-125
AEG icon
889
Aegon
AEG
$12B
$8.53K ﹤0.01%
1,068
ACGL icon
890
Arch Capital
ACGL
$34.7B
$8.53K ﹤0.01%
94
CBT icon
891
Cabot Corp
CBT
$3.62B
$8.52K ﹤0.01%
112
+15
TU icon
892
Telus
TU
$19.8B
$8.44K ﹤0.01%
+535
AEM icon
893
Agnico Eagle Mines
AEM
$84.5B
$8.43K ﹤0.01%
+50
IXC icon
894
iShares Global Energy ETF
IXC
$1.9B
$8.35K ﹤0.01%
+200
RBLX icon
895
Roblox
RBLX
$61B
$8.31K ﹤0.01%
60
+48
STLA icon
896
Stellantis
STLA
$34.5B
$8.29K ﹤0.01%
888
+746
MPWR icon
897
Monolithic Power Systems
MPWR
$45.3B
$8.29K ﹤0.01%
9
-137
INGR icon
898
Ingredion
INGR
$7.17B
$8.18K ﹤0.01%
67
NVR icon
899
NVR
NVR
$20.5B
$8.04K ﹤0.01%
+1
SMCI icon
900
Super Micro Computer
SMCI
$18.7B
$7.91K ﹤0.01%
165
+54