MCM

Manchester Capital Management Portfolio holdings

AUM $760M
1-Year Est. Return 13.71%
This Quarter Est. Return
1 Year Est. Return
+13.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$814M
AUM Growth
-$47.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,212
New
Increased
Reduced
Closed

Top Buys

1
+$5.59M
2
+$3.61M
3
+$1.73M
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$1.12M
5
VTV icon
Vanguard Value ETF
VTV
+$1.04M

Top Sells

1
+$4.78M
2
+$4.37M
3
+$2.48M
4
IWV icon
iShares Russell 3000 ETF
IWV
+$1.55M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$979K

Sector Composition

1 Technology 15.25%
2 Industrials 12.61%
3 Financials 8.74%
4 Consumer Discretionary 5.95%
5 Healthcare 5.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
XYLD icon
976
Global X S&P 500 Covered Call ETF
XYLD
$3.12B
$2.59K ﹤0.01%
66
-77
MTH icon
977
Meritage Homes
MTH
$4.61B
$2.55K ﹤0.01%
36
-50
DDD icon
978
3D Systems Corp
DDD
$290M
$2.54K ﹤0.01%
1,200
GNRC icon
979
Generac Holdings
GNRC
$9.03B
$2.53K ﹤0.01%
20
+18
BC icon
980
Brunswick
BC
$4.25B
$2.53K ﹤0.01%
+47
EXPO icon
981
Exponent
EXPO
$3.6B
$2.51K ﹤0.01%
31
+5
BLD icon
982
TopBuild
BLD
$11.4B
$2.44K ﹤0.01%
8
MIDD icon
983
Middleby
MIDD
$6.08B
$2.43K ﹤0.01%
16
COLM icon
984
Columbia Sportswear
COLM
$2.78B
$2.42K ﹤0.01%
32
-10
IRTC icon
985
iRhythm Technologies
IRTC
$5.72B
$2.41K ﹤0.01%
23
LAD icon
986
Lithia Motors
LAD
$7.04B
$2.35K ﹤0.01%
8
+1
BMRN icon
987
BioMarin Pharmaceuticals
BMRN
$9.96B
$2.33K ﹤0.01%
33
-1
RS icon
988
Reliance Steel & Aluminium
RS
$14.4B
$2.31K ﹤0.01%
8
+3
GAP
989
The Gap Inc
GAP
$8.45B
$2.29K ﹤0.01%
111
TXT icon
990
Textron
TXT
$14.2B
$2.24K ﹤0.01%
31
-12
ATGE icon
991
Adtalem Global Education
ATGE
$3.46B
$2.21K ﹤0.01%
22
NOV icon
992
NOV
NOV
$5.61B
$2.21K ﹤0.01%
145
-1
APPF icon
993
AppFolio
APPF
$8.99B
$2.2K ﹤0.01%
10
CNH
994
CNH Industrial
CNH
$12.8B
$2.19K ﹤0.01%
178
PI icon
995
Impinj
PI
$5.09B
$2.09K ﹤0.01%
23
BATRK icon
996
Atlanta Braves Holdings Series B
BATRK
$2.45B
$2.04K ﹤0.01%
51
SPYG icon
997
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$42.8B
$2.02K ﹤0.01%
25
+1
BOX icon
998
Box
BOX
$4.51B
$2.01K ﹤0.01%
65
+11
EXE
999
Expand Energy Corp
EXE
$26.3B
$2K ﹤0.01%
+18
OLED icon
1000
Universal Display
OLED
$6.43B
$1.95K ﹤0.01%
14
+5
38 39
40
41 42