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
26
$2.56M 0.4%
19,079
-235
27
$2.4M 0.37%
50,239
+65
28
$2.39M 0.37%
57,908
-474
29
$2.33M 0.36%
124,445
+2,920
30
$2.33M 0.36%
25,515
-3,064
31
$2.31M 0.36%
57,761
+19,620
32
$2.25M 0.35%
24,960
-428
33
$2.25M 0.35%
19,461
+801
34
$2.22M 0.35%
29,888
-550
35
$2.2M 0.34%
17,630
-250
36
$2.19M 0.34%
114,013
37
$2.12M 0.33%
19,691
38
$2.03M 0.32%
11,343
-9,699
39
$1.91M 0.3%
70,716
40
$1.83M 0.28%
81,472
+19,084
41
$1.81M 0.28%
21,889
-4,179
42
$1.74M 0.27%
47,014
+10,645
43
$1.67M 0.26%
26,966
+103
44
$1.65M 0.26%
67,775
45
$1.55M 0.24%
17,491
-200
46
$1.53M 0.24%
58,338
-240
47
$1.49M 0.23%
22,775
-557
48
$1.47M 0.23%
38,870
-179
49
$1.4M 0.22%
+20,605
50
$1.4M 0.22%
16,020
+164
1
2
3 4 5