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
476
$89K 0.01%
7,038
+11
477
$89K 0.01%
2,043
478
$88K 0.01%
2,186
-30
479
$88K 0.01%
1,095
-90
480
$88K 0.01%
12,645
481
$87K 0.01%
1,319
482
$87K 0.01%
1,560
-2,100
483
$86K 0.01%
1,550
484
$86K 0.01%
4,215
485
$86K 0.01%
5,552
486
$86K 0.01%
6,431
487
$86K 0.01%
1,434
+57
488
$86K 0.01%
1,450
489
$86K 0.01%
1,275
+175
490
$85K 0.01%
977
491
$85K 0.01%
1,525
+100
492
$84K 0.01%
1,616
-26
493
$84K 0.01%
1,042
494
$83K 0.01%
2,023
495
$83K 0.01%
1,590
496
$82K 0.01%
2,084
497
$82K 0.01%
2,803
498
$81K 0.01%
3,148
499
$81K 0.01%
685
-750
500
$80K 0.01%
2,000
18 19
20
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