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
$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
$5.65B
$2.57K ﹤0.01%
6
+2
STLA icon
977
Stellantis
STLA
$22.6B
$2.54K ﹤0.01%
233
-655
BRC icon
978
Brady Corp
BRC
$3.37B
$2.51K ﹤0.01%
32
+20
BLD icon
979
TopBuild
BLD
$11.7B
$2.5K ﹤0.01%
6
-2
DPZ icon
980
Domino's
DPZ
$10.1B
$2.5K ﹤0.01%
6
-1,204
AROC icon
981
Archrock
AROC
$6.48B
$2.45K ﹤0.01%
+94
ABNB icon
982
Airbnb
ABNB
$79B
$2.44K ﹤0.01%
18
-11
ARMK icon
983
Aramark
ARMK
$13.8B
$2.43K ﹤0.01%
66
U icon
984
Unity
U
$12.1B
$2.43K ﹤0.01%
55
+50
SLGN icon
985
Silgan Holdings
SLGN
$4.11B
$2.42K ﹤0.01%
60
+26
CSGP icon
986
CoStar Group
CSGP
$13B
$2.42K ﹤0.01%
36
-83
KYMR icon
987
Kymera Therapeutics
KYMR
$6.98B
$2.41K ﹤0.01%
+31
MOD icon
988
Modine Manufacturing
MOD
$15.3B
$2.4K ﹤0.01%
18
MIDD icon
989
Middleby
MIDD
$6.86B
$2.38K ﹤0.01%
16
-5
CELH icon
990
Celsius Holdings
CELH
$7.48B
$2.38K ﹤0.01%
52
-4,613
MDYV icon
991
State Street SPDR S&P 400 Mid Cap Value ETF
MDYV
$2.55B
$2.37K ﹤0.01%
28
SOBO
992
South Bow Corp
SOBO
$7.66B
$2.36K ﹤0.01%
+86
EMN icon
993
Eastman Chemical
EMN
$8.37B
$2.36K ﹤0.01%
37
-54
LAD icon
994
Lithia Motors
LAD
$6.28B
$2.33K ﹤0.01%
7
BC icon
995
Brunswick
BC
$5.16B
$2.3K ﹤0.01%
31
+1
LCID icon
996
Lucid Motors
LCID
$2.48B
$2.28K ﹤0.01%
+216
SATS icon
997
EchoStar
SATS
$39.7B
$2.28K ﹤0.01%
+21
DUOL icon
998
Duolingo
DUOL
$5.1B
$2.28K ﹤0.01%
13
-4
CVSA
999
Covista Inc
CVSA
$4.33B
$2.28K ﹤0.01%
22
MTUM icon
1000
iShares MSCI USA Momentum Factor ETF
MTUM
$26.3B
$2.25K ﹤0.01%
+9
38 39
40
41 42