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
401
$140K 0.02%
+1,040
402
$140K 0.02%
8,366
403
$139K 0.02%
937
404
$139K 0.02%
+3,333
405
$138K 0.02%
1,200
406
$137K 0.02%
5,548
407
$137K 0.02%
4,279
408
$137K 0.02%
4,976
409
$137K 0.02%
2,042
410
$136K 0.02%
5,830
-4,910
411
$133K 0.02%
+2,511
412
$133K 0.02%
+4,624
413
$133K 0.02%
1,849
-388
414
$132K 0.02%
2,225
415
$132K 0.02%
5,655
416
$131K 0.02%
2,915
+1,615
417
$131K 0.02%
1,950
-250
418
$131K 0.02%
1,127
419
$131K 0.02%
2,500
420
$129K 0.02%
12,360
421
$128K 0.02%
2,386
422
$128K 0.02%
9,923
423
$128K 0.02%
1,100
424
$127K 0.02%
1,683
425
$125K 0.02%
2,220
15 16
17
18 19