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
276
$244K 0.04%
5,372
277
$242K 0.04%
13,324
+544
278
$241K 0.04%
+2,280
279
$241K 0.04%
4,263
+3,088
280
$241K 0.04%
3,438
-514
281
$239K 0.04%
4,155
282
$239K 0.04%
7,271
283
$239K 0.04%
5,237
+137
284
$236K 0.04%
3,809
285
$235K 0.04%
4,513
-190
286
$234K 0.04%
1,273
287
$232K 0.04%
4,935
288
$232K 0.04%
7,665
-4,030
289
$231K 0.04%
10,193
290
$229K 0.04%
2,521
-440
291
$228K 0.04%
3,217
+78
292
$226K 0.04%
4,683
293
$225K 0.04%
+8,901
294
$225K 0.04%
1,397
+13
295
$224K 0.03%
8,615
296
$222K 0.03%
6,240
+154
297
$221K 0.03%
3,204
+53
298
$221K 0.03%
5,250
+4,680
299
$221K 0.03%
4,161
-1,560
300
$220K 0.03%
4,052
+21
10 11
12
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