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
IBM icon
76
IBM
IBM
$283B
$1.47M 0.2%
5,215
-1,176
RDDT icon
77
Reddit
RDDT
$42.4B
$1.46M 0.2%
6,355
+9
TJX icon
78
TJX Companies
TJX
$172B
$1.43M 0.19%
9,870
+1,167
VBK icon
79
Vanguard Small-Cap Growth ETF
VBK
$20.7B
$1.42M 0.19%
4,780
-726
AXP icon
80
American Express
AXP
$262B
$1.38M 0.19%
4,161
-906
Z icon
81
Zillow
Z
$17B
$1.36M 0.18%
17,703
+10,820
SHOP icon
82
Shopify
SHOP
$212B
$1.35M 0.18%
9,085
-20
VOT icon
83
Vanguard Mid-Cap Growth ETF
VOT
$17.8B
$1.3M 0.18%
4,431
+24
XYL icon
84
Xylem
XYL
$33.5B
$1.25M 0.17%
8,472
-675
PFE icon
85
Pfizer
PFE
$145B
$1.22M 0.16%
47,689
-2,316
LH icon
86
Labcorp
LH
$21.4B
$1.19M 0.16%
4,161
IBIT icon
87
iShares Bitcoin Trust
IBIT
$68.1B
$1.15M 0.16%
17,762
+2,894
CEG icon
88
Constellation Energy
CEG
$114B
$1.14M 0.15%
3,473
-941
CWCO icon
89
Consolidated Water Co
CWCO
$577M
$1.13M 0.15%
32,160
-3,970
AMGN icon
90
Amgen
AMGN
$176B
$1.12M 0.15%
3,979
-1,682
SBS icon
91
Sabesp
SBS
$16.7B
$1.12M 0.15%
44,836
-12,000
MWA icon
92
Mueller Water Products
MWA
$3.87B
$1.11M 0.15%
43,381
PNR icon
93
Pentair
PNR
$17.1B
$1.1M 0.15%
9,921
-1,209
NKE icon
94
Nike
NKE
$99.2B
$1.09M 0.15%
15,658
-1,294
STN icon
95
Stantec
STN
$10.8B
$1.09M 0.15%
10,065
-480
AMP icon
96
Ameriprise Financial
AMP
$45.2B
$1.08M 0.15%
2,197
-1,682
MDY icon
97
SPDR S&P MidCap 400 ETF Trust
MDY
$24B
$1.07M 0.15%
1,799
-279
WTS icon
98
Watts Water Technologies
WTS
$9.31B
$1.07M 0.15%
3,831
-1,540
PEP icon
99
PepsiCo
PEP
$206B
$1.07M 0.14%
7,602
-1,334
KO icon
100
Coca-Cola
KO
$303B
$1.06M 0.14%
15,926
-2,791