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
$811M
AUM Growth
+$67.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,076
New
Increased
Reduced
Closed

Top Buys

1
+$3.04M
2
+$1.84M
3
+$1.67M
4
AMD icon
Advanced Micro Devices
AMD
+$1.59M
5
NVDA icon
NVIDIA
NVDA
+$1.45M

Top Sells

1
+$7.19M
2
+$2.01M
3
+$1.05M
4
VHT icon
Vanguard Health Care ETF
VHT
+$887K
5
VTV icon
Vanguard Value ETF
VTV
+$697K

Sector Composition

1 Industrials 14.79%
2 Technology 13.44%
3 Financials 7.95%
4 Consumer Discretionary 6.31%
5 Healthcare 6.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$109M 13.41%
208,821
-2,001
2
$74.2M 9.11%
499,509
-1,243
3
$45.7M 5.61%
266,403
+4,450
4
$32.8M 4.03%
269,366
+5
5
$26M 3.19%
144,065
+3,510
6
$23.5M 2.89%
48,942
-1,232
7
$18.2M 2.24%
111,973
-4,282
8
$16.9M 2.08%
40,280
+3,311
9
$16.1M 1.98%
46,775
+369
10
$12.5M 1.54%
124,193
+932
11
$12.4M 1.52%
112,144
-4,107
12
$11.9M 1.46%
47,450
+528
13
$9.12M 1.12%
100,940
+16,100
14
$8.82M 1.08%
58,442
-375
15
$8.64M 1.06%
172,138
+33,232
16
$8.53M 1.05%
16,227
-170
17
$8.2M 1.01%
196,330
+9,533
18
$8.07M 0.99%
119,888
19
$8.01M 0.98%
52,585
+6,118
20
$8M 0.98%
136,405
21
$7.86M 0.97%
50,426
-500
22
$7.01M 0.86%
30,652
-449
23
$6.11M 0.75%
70,667
+4,550
24
$6.04M 0.74%
28,728
-34,172
25
$5.83M 0.72%
44,182
+1,154
1
2 3 4 5