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
$642M
AUM Growth
+$59.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,020
New
Increased
Reduced
Closed

Top Buys

1
+$9.99M
2
+$1.4M
3
+$1.03M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$932K
5
VOD icon
Vodafone
VOD
+$786K

Top Sells

1
+$3.94M
2
+$1.74M
3
+$1.08M
4
OEF icon
iShares S&P 100 ETF
OEF
+$1.03M
5
RAMP icon
LiveRamp
RAMP
+$768K

Sector Composition

1 Industrials 49.81%
2 Technology 5.26%
3 Healthcare 4.99%
4 Financials 3.53%
5 Energy 3.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$316K 0.05%
4,725
+21
227
$311K 0.05%
4,650
228
$307K 0.05%
5,381
-168
229
$305K 0.05%
3,844
+136
230
$304K 0.05%
1,715
+9
231
$304K 0.05%
7,426
-420
232
$304K 0.05%
15,695
233
$302K 0.05%
11,045
234
$301K 0.05%
4,651
+7
235
$301K 0.05%
3,359
236
$301K 0.05%
9,447
-30
237
$300K 0.05%
2,211
-1,000
238
$299K 0.05%
5,863
239
$294K 0.05%
9,252
240
$292K 0.05%
7,495
241
$292K 0.05%
3,242
-2,088
242
$291K 0.05%
4,433
+3,945
243
$291K 0.05%
8,200
244
$291K 0.05%
3,446
245
$288K 0.04%
10,816
246
$286K 0.04%
5,100
-650
247
$285K 0.04%
13,010
248
$285K 0.04%
10,056
249
$284K 0.04%
2,972
+780
250
$281K 0.04%
4,004
-2,681
8 9
10
11 12