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
426
$123K 0.02%
1,564
427
$122K 0.02%
8,260
+4,960
428
$122K 0.02%
4,295
429
$122K 0.02%
1,000
430
$122K 0.02%
1,458
+6
431
$122K 0.02%
2,407
432
$121K 0.02%
10,035
433
$121K 0.02%
3,144
+469
434
$121K 0.02%
1,036
435
$117K 0.02%
1,950
436
$116K 0.02%
1,110
437
$116K 0.02%
1,925
+375
438
$115K 0.02%
1,700
439
$114K 0.02%
2,686
440
$114K 0.02%
+1,000
441
$112K 0.02%
6,924
+3,900
442
$112K 0.02%
1,736
443
$112K 0.02%
3,005
-2,200
444
$112K 0.02%
3,300
445
$110K 0.02%
3,066
-490
446
$110K 0.02%
1,000
447
$109K 0.02%
2,518
+82
448
$109K 0.02%
1,933
449
$108K 0.02%
2,325
+200
450
$107K 0.02%
1,394