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

Top Buys

1 +$13M
2 +$2.16M
3 +$2.02M
4
Z icon
Zillow
Z
+$884K
5
CVX icon
Chevron
CVX
+$782K

Top Sells

1 +$10.2M
2 +$9.17M
3 +$4.76M
4
NVDA icon
NVIDIA
NVDA
+$3.2M
5
MSFT icon
Microsoft
MSFT
+$2.87M

Sector Composition

1 Technology 19.29%
2 Industrials 11.49%
3 Financials 7.64%
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
$9.03B
$9.51K ﹤0.01%
308
-4,979
AFG icon
877
American Financial Group
AFG
$10.7B
$9.47K ﹤0.01%
+65
NTLA icon
878
Intellia Therapeutics
NTLA
$1.59B
$9.33K ﹤0.01%
540
THG icon
879
Hanover Insurance
THG
$6.11B
$9.26K ﹤0.01%
51
CDW icon
880
CDW
CDW
$15.1B
$9.24K ﹤0.01%
58
+11
CNXC icon
881
Concentrix
CNXC
$2.02B
$9.23K ﹤0.01%
200
GGG icon
882
Graco
GGG
$14.3B
$8.84K ﹤0.01%
104
RDN icon
883
Radian Group
RDN
$4.51B
$8.8K ﹤0.01%
243
HUN icon
884
Huntsman Corp
HUN
$2.12B
$8.76K ﹤0.01%
+975
MFG icon
885
Mizuho Financial
MFG
$95.4B
$8.69K ﹤0.01%
1,297
-2,447
PRCH icon
886
Porch Group
PRCH
$802M
$8.64K ﹤0.01%
515
EQH icon
887
Equitable Holdings
EQH
$10.8B
$8.63K ﹤0.01%
+170
WPP icon
888
WPP
WPP
$3.36B
$8.62K ﹤0.01%
344
-125
AEG icon
889
Aegon
AEG
$10.6B
$8.53K ﹤0.01%
1,068
ACGL icon
890
Arch Capital
ACGL
$33.6B
$8.53K ﹤0.01%
94
CBT icon
891
Cabot Corp
CBT
$3.6B
$8.52K ﹤0.01%
112
+15
TU icon
892
Telus
TU
$21B
$8.44K ﹤0.01%
+535
AEM icon
893
Agnico Eagle Mines
AEM
$105B
$8.43K ﹤0.01%
+50
IXC icon
894
iShares Global Energy ETF
IXC
$2.41B
$8.35K ﹤0.01%
+200
RBLX icon
895
Roblox
RBLX
$41B
$8.31K ﹤0.01%
60
+48
STLA icon
896
Stellantis
STLA
$19.4B
$8.29K ﹤0.01%
888
+746
MPWR icon
897
Monolithic Power Systems
MPWR
$52.4B
$8.29K ﹤0.01%
9
-137
INGR icon
898
Ingredion
INGR
$7.12B
$8.18K ﹤0.01%
67
NVR icon
899
NVR
NVR
$18.4B
$8.04K ﹤0.01%
+1
SMCI icon
900
Super Micro Computer
SMCI
$18.9B
$7.91K ﹤0.01%
165
+54