MCM
Manchester Capital Management Portfolio holdings
AUM
$737M
1-Year Est. Return
17.4%
This Fund
S&P 500
1 Year Est. Return
+17.4%
AUM
$737M
AUM Growth
-$23.5M
(-3.1%)
Holding
1,352
Top Buys
| 1 | +$13.5M | |
| 2 | +$2.25M | |
| 3 | +$2.21M | |
| 4 |
Zillow
Z
|
+$834K |
| 5 |
Chevron
CVX
|
+$784K |
Top Sells
| 1 | +$9.97M | |
| 2 | +$9.53M | |
| 3 | +$5.36M | |
| 4 |
NVIDIA
NVDA
|
+$3.43M |
| 5 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$2.93M |
Sector Composition
| 1 | Technology | 19.29% |
| 2 | Industrials | 11.49% |
| 3 | Financials | 7.64% |
| 4 | Consumer Discretionary | 6.98% |
| 5 | Healthcare | 5.32% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1351
Lucid Motors
LCID
$3.67B
| – | – |
-234
|
|
||
1352
Louisiana-Pacific
LPX
$6.02B
| – | – |
-5
|
|