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
$735M
AUM Growth
-$1.97M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,530
New
Increased
Reduced
Closed

Top Buys

1
+$3.07M
2
+$2.82M
3
+$1.65M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$1.46M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.35M

Top Sells

1
+$3.78M
2
+$2.24M
3
+$1.64M
4
TPL icon
Texas Pacific Land
TPL
+$1.57M
5
AME icon
Ametek
AME
+$1.43M

Sector Composition

1 Technology 19.56%
2 Industrials 10.07%
3 Financials 7.7%
4 Consumer Discretionary 7.42%
5 Healthcare 5.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CHE icon
976
Chemed
CHE
$5.5B
$2.57K ﹤0.01%
6
+2
STLA icon
977
Stellantis
STLA
$19.4B
$2.54K ﹤0.01%
233
-655
BRC icon
978
Brady Corp
BRC
$4.06B
$2.51K ﹤0.01%
32
+20
BLD icon
979
TopBuild
BLD
$10.4B
$2.5K ﹤0.01%
6
-2
DPZ icon
980
Domino's
DPZ
$13.2B
$2.5K ﹤0.01%
6
-1,204
AROC icon
981
Archrock
AROC
$6.21B
$2.45K ﹤0.01%
+94
ABNB icon
982
Airbnb
ABNB
$76.9B
$2.44K ﹤0.01%
18
-11
ARMK icon
983
Aramark
ARMK
$10.6B
$2.43K ﹤0.01%
66
U icon
984
Unity
U
$8.7B
$2.43K ﹤0.01%
55
+50
SLGN icon
985
Silgan Holdings
SLGN
$4.46B
$2.42K ﹤0.01%
60
+26
CSGP icon
986
CoStar Group
CSGP
$18.3B
$2.42K ﹤0.01%
36
-83
KYMR icon
987
Kymera Therapeutics
KYMR
$6.5B
$2.41K ﹤0.01%
+31
MOD icon
988
Modine Manufacturing
MOD
$10.4B
$2.4K ﹤0.01%
18
CELH icon
989
Celsius Holdings
CELH
$11.2B
$2.38K ﹤0.01%
52
-4,613
MIDD icon
990
Middleby
MIDD
$6.7B
$2.38K ﹤0.01%
16
-5
MDYV icon
991
State Street SPDR S&P 400 Mid Cap Value ETF
MDYV
$2.41B
$2.37K ﹤0.01%
28
SOBO
992
South Bow Corp
SOBO
$7.03B
$2.36K ﹤0.01%
+86
EMN icon
993
Eastman Chemical
EMN
$8.13B
$2.36K ﹤0.01%
37
-54
LAD icon
994
Lithia Motors
LAD
$5.9B
$2.33K ﹤0.01%
7
BC icon
995
Brunswick
BC
$4.62B
$2.3K ﹤0.01%
31
+1
LCID icon
996
Lucid Motors
LCID
$3.38B
$2.28K ﹤0.01%
+216
SATS icon
997
EchoStar
SATS
$32.4B
$2.28K ﹤0.01%
+21
DUOL icon
998
Duolingo
DUOL
$4.9B
$2.28K ﹤0.01%
13
-4
CVSA
999
Covista Inc.
CVSA
$3.63B
$2.28K ﹤0.01%
22
MTUM icon
1000
iShares MSCI USA Momentum Factor ETF
MTUM
$21B
$2.25K ﹤0.01%
+9
38 39
40
41 42