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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
LAD icon
1001
Lithia Motors
LAD
$7.03B
$2.25K ﹤0.01%
9
+2
HOG icon
1002
Harley-Davidson
HOG
$2.7B
$2.2K ﹤0.01%
109
SIG icon
1003
Signet Jewelers
SIG
$3.44B
$2.2K ﹤0.01%
26
BATRK icon
1004
Atlanta Braves Holdings Series B
BATRK
$3.28B
$2.18K ﹤0.01%
51
QTWO icon
1005
Q2 Holdings
QTWO
$2.84B
$2.18K ﹤0.01%
46
BE icon
1006
Bloom Energy
BE
$80.4B
$2.17K ﹤0.01%
16
-4
MTH icon
1007
Meritage Homes
MTH
$4.94B
$2.17K ﹤0.01%
35
-192
STLD icon
1008
Steel Dynamics
STLD
$39.6B
$2.16K ﹤0.01%
12
EXPO icon
1009
Exponent
EXPO
$2.77B
$2.15K ﹤0.01%
33
-15
GOLF icon
1010
Acushnet Holdings
GOLF
$5.72B
$2.15K ﹤0.01%
23
TNL icon
1011
Travel + Leisure Co
TNL
$4.68B
$2.15K ﹤0.01%
31
SITE icon
1012
SiteOne Landscape Supply
SITE
$4.77B
$2.13K ﹤0.01%
16
MIDD icon
1013
Middleby
MIDD
$7.48B
$2.12K ﹤0.01%
16
SPSC icon
1014
SPS Commerce
SPSC
$2.03B
$2.12K ﹤0.01%
+38
APG icon
1015
APi Group
APG
$18.5B
$2.11K ﹤0.01%
52
LPLA icon
1016
LPL Financial
LPLA
$24.1B
$2.11K ﹤0.01%
7
-7
ZM icon
1017
Zoom
ZM
$27B
$2.09K ﹤0.01%
26
-22
FN icon
1018
Fabrinet
FN
$21.3B
$2.09K ﹤0.01%
4
RNR icon
1019
RenaissanceRe
RNR
$12.8B
$2.08K ﹤0.01%
7
KFY icon
1020
Korn Ferry
KFY
$3.73B
$2.08K ﹤0.01%
33
+6
SITM icon
1021
SiTime
SITM
$18.4B
$2.07K ﹤0.01%
6
SLGN icon
1022
Silgan Holdings
SLGN
$4.4B
$2.06K ﹤0.01%
53
-7
DAN icon
1023
Dana Inc
DAN
$3.21B
$2.05K ﹤0.01%
61
MTG icon
1024
MGIC Investment
MTG
$5.55B
$2.05K ﹤0.01%
78
+37
MATX icon
1025
Matsons
MATX
$5.98B
$1.97K ﹤0.01%
12
39 40
41
42 43