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MCM

Manchester Capital Management Portfolio holdings

AUM $694M
1-Year Est. Return 22.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$694M
AUM Growth
-$40.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,404
New
Increased
Reduced
Closed

Top Buys

1
+$2.04M
2
+$788K
3
+$566K
4
TLG
Touchstone Large Company Growth ETF
TLG
+$457K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$390K

Top Sells

1
+$1.96M
2
+$1.44M
3
+$884K
4
VTV icon
Vanguard Value ETF
VTV
+$645K
5
Z icon
Zillow
Z
+$564K

Sector Composition

1 Technology 18.73%
2 Industrials 11.16%
3 Financials 7.22%
4 Consumer Discretionary 7%
5 Healthcare 5.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SHOP icon
76
Shopify
SHOP
$146B
$1.16M 0.17%
9,752
-94
VCIT icon
77
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$66.2B
$1.15M 0.17%
13,957
-3,450
RTX icon
78
RTX Corp
RTX
$247B
$1.15M 0.17%
5,978
-171
UPST icon
79
Upstart Holdings
UPST
$3.1B
$1.15M 0.17%
44,934
+1,811
PTON icon
80
Peloton Interactive
PTON
$2.51B
$1.12M 0.16%
260,484
NFLX icon
81
Netflix
NFLX
$344B
$1.11M 0.16%
11,571
+1,519
LH icon
82
Labcorp
LH
$21.7B
$1.11M 0.16%
4,160
-10
MDY icon
83
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$27.1B
$1.11M 0.16%
1,799
MU icon
84
Micron Technology
MU
$1.23T
$1.09M 0.16%
3,236
+439
VOT icon
85
Vanguard Mid-Cap Growth ETF
VOT
$19.6B
$1.09M 0.16%
4,240
-97
DBEF icon
86
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
$8.95B
$1.07M 0.15%
21,710
ADI icon
87
Analog Devices
ADI
$208B
$1.06M 0.15%
3,323
-487
VUSB icon
88
Vanguard Ultra-Short Bond ETF
VUSB
$8.81B
$1.04M 0.15%
20,922
GWW icon
89
W.W. Grainger
GWW
$62B
$1.01M 0.15%
930
-250
META icon
90
Meta Platforms (Facebook)
META
$1.51T
$1.01M 0.15%
1,771
-522
BNY
91
Bank of New York Mellon
BNY
$97.8B
$998K 0.14%
8,412
+601
PH icon
92
Parker-Hannifin
PH
$116B
$987K 0.14%
1,103
-7
XOM icon
93
Exxon Mobil
XOM
$584B
$985K 0.14%
5,803
-124
RSG icon
94
Republic Services
RSG
$64B
$980K 0.14%
4,473
TMO icon
95
Thermo Fisher Scientific
TMO
$176B
$975K 0.14%
1,984
-28
C icon
96
Citigroup
C
$241B
$972K 0.14%
8,567
-468
CEG icon
97
Constellation Energy
CEG
$93.7B
$958K 0.14%
3,429
+40
IEMG icon
98
iShares Core MSCI Emerging Markets ETF
IEMG
$164B
$952K 0.14%
13,647
AME icon
99
Ametek
AME
$52.8B
$943K 0.14%
4,397
-1
SYK icon
100
Stryker
SYK
$118B
$937K 0.14%
2,852
-875
2 3
4
5 6