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
SAP icon
926
SAP
SAP
$285B
$6.15K ﹤0.01%
23
-6
DLTR icon
927
Dollar Tree
DLTR
$26.1B
$6.13K ﹤0.01%
65
+23
WU icon
928
Western Union
WU
$3.05B
$6.07K ﹤0.01%
759
DRI icon
929
Darden Restaurants
DRI
$21.7B
$5.9K ﹤0.01%
31
+2
GPK icon
930
Graphic Packaging
GPK
$4.54B
$5.87K ﹤0.01%
300
STLD icon
931
Steel Dynamics
STLD
$24.7B
$5.86K ﹤0.01%
42
-7
AEE icon
932
Ameren
AEE
$26.7B
$5.85K ﹤0.01%
56
LUV icon
933
Southwest Airlines
LUV
$21.6B
$5.74K ﹤0.01%
180
-28
EMN icon
934
Eastman Chemical
EMN
$7.29B
$5.74K ﹤0.01%
91
+19
BJ icon
935
BJs Wholesale Club
BJ
$12B
$5.69K ﹤0.01%
+61
NCLH icon
936
Norwegian Cruise Line
NCLH
$9.86B
$5.67K ﹤0.01%
230
-15
HUBS icon
937
HubSpot
HUBS
$19.1B
$5.61K ﹤0.01%
12
-145
DVA icon
938
DaVita
DVA
$8.48B
$5.58K ﹤0.01%
42
-6
UAL icon
939
United Airlines
UAL
$34.9B
$5.5K ﹤0.01%
57
-2,862
ALNY icon
940
Alnylam Pharmaceuticals
ALNY
$51.7B
$5.47K ﹤0.01%
12
+9
DUOL icon
941
Duolingo
DUOL
$8.6B
$5.47K ﹤0.01%
17
+4
FAF icon
942
First American
FAF
$6.6B
$5.46K ﹤0.01%
85
FLEX icon
943
Flex
FLEX
$25.1B
$5.39K ﹤0.01%
93
FCNCA icon
944
First Citizens BancShares
FCNCA
$25.8B
$5.37K ﹤0.01%
3
BALL icon
945
Ball Corp
BALL
$13.8B
$5.29K ﹤0.01%
105
-67
TYL icon
946
Tyler Technologies
TYL
$19.2B
$5.23K ﹤0.01%
10
+5
AIZ icon
947
Assurant
AIZ
$11.7B
$5.2K ﹤0.01%
24
BRBR icon
948
BellRing Brands
BRBR
$3.92B
$5.2K ﹤0.01%
143
-2,714
PAYX icon
949
Paychex
PAYX
$41.5B
$5.2K ﹤0.01%
41
+2
MAA icon
950
Mid-America Apartment Communities
MAA
$15.5B
$5.17K ﹤0.01%
37