MCM

Manchester Capital Management Portfolio holdings

AUM $760M
1-Year Est. Return 13.71%
This Quarter Est. Return
1 Year Est. Return
+13.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$814M
AUM Growth
-$47.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,212
New
Increased
Reduced
Closed

Top Buys

1 +$5.59M
2 +$3.61M
3 +$1.73M
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$1.12M
5
VTV icon
Vanguard Value ETF
VTV
+$1.04M

Top Sells

1 +$4.78M
2 +$4.37M
3 +$2.48M
4
IWV icon
iShares Russell 3000 ETF
IWV
+$1.55M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$979K

Sector Composition

1 Technology 15.25%
2 Industrials 12.61%
3 Financials 8.74%
4 Consumer Discretionary 5.95%
5 Healthcare 5.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
NFG icon
876
National Fuel Gas
NFG
$7.05B
$6.18K ﹤0.01%
78
+10
PAYX icon
877
Paychex
PAYX
$40.6B
$6.17K ﹤0.01%
40
STLD icon
878
Steel Dynamics
STLD
$22.3B
$6.13K ﹤0.01%
49
+12
AFRM icon
879
Affirm
AFRM
$21.8B
$6.1K ﹤0.01%
135
CSGP icon
880
CoStar Group
CSGP
$28.5B
$6.1K ﹤0.01%
77
-2
MTB icon
881
M&T Bank
MTB
$28.2B
$6.08K ﹤0.01%
34
OC icon
882
Owens Corning
OC
$8.63B
$6K ﹤0.01%
42
+2
ALLY icon
883
Ally Financial
ALLY
$11.9B
$5.95K ﹤0.01%
163
MTZ icon
884
MasTec
MTZ
$15.5B
$5.84K ﹤0.01%
50
FSS icon
885
Federal Signal
FSS
$6.75B
$5.81K ﹤0.01%
79
FIX icon
886
Comfort Systems
FIX
$33.8B
$5.8K ﹤0.01%
18
APPN icon
887
Appian
APPN
$2.84B
$5.76K ﹤0.01%
200
LCID icon
888
Lucid Motors
LCID
$5.52B
$5.66K ﹤0.01%
234
+26
AEE icon
889
Ameren
AEE
$27.6B
$5.62K ﹤0.01%
56
+9
ARWR icon
890
Arrowhead Research
ARWR
$5.47B
$5.59K ﹤0.01%
+439
FAF icon
891
First American
FAF
$6.2B
$5.58K ﹤0.01%
85
+4
FCNCA icon
892
First Citizens BancShares
FCNCA
$23.3B
$5.56K ﹤0.01%
3
XRAY icon
893
Dentsply Sirona
XRAY
$2.2B
$5.54K ﹤0.01%
371
+150
ILMN icon
894
Illumina
ILMN
$18.5B
$5.4K ﹤0.01%
68
-59
CPRI icon
895
Capri Holdings
CPRI
$2.56B
$5.35K ﹤0.01%
271
+203
MRP
896
Millrose Properties Inc
MRP
$5.18B
$5.28K ﹤0.01%
+199
GWRE icon
897
Guidewire Software
GWRE
$18.3B
$5.25K ﹤0.01%
28
PARA
898
DELISTED
Paramount Global Class B
PARA
$5.17K ﹤0.01%
+432
MGM icon
899
MGM Resorts International
MGM
$8.68B
$5.1K ﹤0.01%
172
-33
POOL icon
900
Pool Corp
POOL
$9.25B
$5.09K ﹤0.01%
16
+6