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
SAP icon
926
SAP
SAP
$222B
$6.15K ﹤0.01%
23
-6
DLTR icon
927
Dollar Tree
DLTR
$22.2B
$6.13K ﹤0.01%
65
+23
WU icon
928
Western Union
WU
$2.9B
$6.07K ﹤0.01%
759
DRI icon
929
Darden Restaurants
DRI
$23.5B
$5.9K ﹤0.01%
31
+2
GPK icon
930
Graphic Packaging
GPK
$2.9B
$5.87K ﹤0.01%
300
STLD icon
931
Steel Dynamics
STLD
$25B
$5.86K ﹤0.01%
42
-7
AEE icon
932
Ameren
AEE
$31B
$5.85K ﹤0.01%
56
LUV icon
933
Southwest Airlines
LUV
$20.2B
$5.74K ﹤0.01%
180
-28
EMN icon
934
Eastman Chemical
EMN
$8.13B
$5.74K ﹤0.01%
91
+19
BJ icon
935
BJs Wholesale Club
BJ
$12.6B
$5.69K ﹤0.01%
+61
NCLH icon
936
Norwegian Cruise Line
NCLH
$9.23B
$5.67K ﹤0.01%
230
-15
HUBS icon
937
HubSpot
HUBS
$14B
$5.61K ﹤0.01%
12
-145
DVA icon
938
DaVita
DVA
$10B
$5.58K ﹤0.01%
42
-6
UAL icon
939
United Airlines
UAL
$30.1B
$5.5K ﹤0.01%
57
-2,862
ALNY icon
940
Alnylam Pharmaceuticals
ALNY
$42.5B
$5.47K ﹤0.01%
12
+9
DUOL icon
941
Duolingo
DUOL
$4.9B
$5.47K ﹤0.01%
17
+4
FAF icon
942
First American
FAF
$6.78B
$5.46K ﹤0.01%
85
FLEX icon
943
Flex
FLEX
$24B
$5.39K ﹤0.01%
93
FCNCA icon
944
First Citizens BancShares
FCNCA
$21.3B
$5.37K ﹤0.01%
3
BALL icon
945
Ball Corp
BALL
$16.4B
$5.29K ﹤0.01%
105
-67
TYL icon
946
Tyler Technologies
TYL
$15B
$5.23K ﹤0.01%
10
+5
AIZ icon
947
Assurant
AIZ
$10.8B
$5.2K ﹤0.01%
24
BRBR icon
948
BellRing Brands
BRBR
$2.17B
$5.2K ﹤0.01%
143
-2,714
PAYX icon
949
Paychex
PAYX
$33.2B
$5.2K ﹤0.01%
41
+2
MAA icon
950
Mid-America Apartment Communities
MAA
$15B
$5.17K ﹤0.01%
37