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
APA icon
951
APA Corp
APA
$8.96B
$5.1K ﹤0.01%
210
-21
CATY icon
952
Cathay General Bancorp
CATY
$3.43B
$5.04K ﹤0.01%
105
BITO icon
953
ProShares Bitcoin Strategy ETF
BITO
$2.3B
$5.02K ﹤0.01%
255
IT icon
954
Gartner
IT
$17.8B
$5K ﹤0.01%
19
-3
CRNC icon
955
Cerence
CRNC
$501M
$4.98K ﹤0.01%
400
EXPO icon
956
Exponent
EXPO
$3.73B
$4.93K ﹤0.01%
71
+49
XYZ
957
Block Inc
XYZ
$38.9B
$4.92K ﹤0.01%
68
+63
BEPC icon
958
Brookfield Renewable
BEPC
$6.93B
$4.85K ﹤0.01%
141
MGM icon
959
MGM Resorts International
MGM
$10.2B
$4.85K ﹤0.01%
140
-32
HURN icon
960
Huron Consulting
HURN
$3.08B
$4.84K ﹤0.01%
33
BUR icon
961
Burford Capital
BUR
$1.97B
$4.78K ﹤0.01%
400
-156
NYT icon
962
New York Times
NYT
$11B
$4.76K ﹤0.01%
+83
EIRL icon
963
iShares MSCI Ireland ETF
EIRL
$67M
$4.72K ﹤0.01%
70
BFH icon
964
Bread Financial
BFH
$3.39B
$4.68K ﹤0.01%
84
-42
GEN icon
965
Gen Digital
GEN
$17B
$4.6K ﹤0.01%
162
FBIN icon
966
Fortune Brands Innovations
FBIN
$6.22B
$4.59K ﹤0.01%
86
-9
BCYC
967
Bicycle Therapeutics
BCYC
$508M
$4.57K ﹤0.01%
590
VRSK icon
968
Verisk Analytics
VRSK
$30.4B
$4.53K ﹤0.01%
18
-9
CVNA icon
969
Carvana
CVNA
$63.3B
$4.53K ﹤0.01%
12
+9
OC icon
970
Owens Corning
OC
$9.45B
$4.53K ﹤0.01%
32
ANGI icon
971
Angi Inc
ANGI
$542M
$4.47K ﹤0.01%
275
SHOO icon
972
Steven Madden
SHOO
$3.21B
$4.45K ﹤0.01%
133
JEF icon
973
Jefferies Financial Group
JEF
$12.7B
$4.38K ﹤0.01%
67
-7
HSIC icon
974
Henry Schein
HSIC
$9.11B
$4.38K ﹤0.01%
66
-5
SBR
975
Sabine Royalty Trust
SBR
$1.01B
$4.37K ﹤0.01%
55