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
251
$280K 0.04%
+19,908
252
$280K 0.04%
2,713
253
$279K 0.04%
+11,144
254
$278K 0.04%
5,222
+2,051
255
$275K 0.04%
2,850
-350
256
$272K 0.04%
3,245
257
$271K 0.04%
3,302
+38
258
$270K 0.04%
6,315
-1,556
259
$270K 0.04%
6,656
-2,232
260
$269K 0.04%
3,489
261
$269K 0.04%
7,573
262
$268K 0.04%
5,017
263
$265K 0.04%
8,000
-1,000
264
$264K 0.04%
2,657
+520
265
$260K 0.04%
4,044
266
$259K 0.04%
4,516
-237
267
$258K 0.04%
3,152
268
$255K 0.04%
2,970
-213
269
$254K 0.04%
7,420
270
$253K 0.04%
45,500
271
$252K 0.04%
935
272
$252K 0.04%
3,669
273
$250K 0.04%
2,591
-357
274
$246K 0.04%
963
275
$245K 0.04%
10,692
9 10
11
12 13