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
376
$153K 0.02%
3,848
377
$153K 0.02%
3,341
378
$153K 0.02%
1,533
379
$153K 0.02%
3,185
380
$152K 0.02%
+8,942
381
$152K 0.02%
+11,280
382
$151K 0.02%
1,636
383
$151K 0.02%
5,104
384
$151K 0.02%
2,960
+132
385
$149K 0.02%
6,500
+2,300
386
$148K 0.02%
5,688
-3,416
387
$147K 0.02%
5,613
388
$147K 0.02%
6,520
389
$145K 0.02%
3,097
+101
390
$145K 0.02%
4,393
-210
391
$145K 0.02%
2,993
392
$143K 0.02%
3,014
393
$143K 0.02%
1,523
-350
394
$142K 0.02%
2,275
-375
395
$142K 0.02%
18,215
396
$142K 0.02%
+10,919
397
$141K 0.02%
2,784
+58
398
$141K 0.02%
1,521
399
$141K 0.02%
3,122
-3,748
400
$140K 0.02%
2,510
14 15
16
17 18