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
501
$80K 0.01%
1,599
502
$80K 0.01%
4,495
503
$80K 0.01%
1,723
-700
504
$79K 0.01%
3,950
505
$79K 0.01%
1,456
+38
506
$78K 0.01%
3,705
507
$78K 0.01%
1,696
508
$77K 0.01%
5,799
509
$76K 0.01%
1,337
510
$76K 0.01%
1,514
-186
511
$75K 0.01%
812
+21
512
$75K 0.01%
1,175
513
$75K 0.01%
682
514
$75K 0.01%
1,099
515
$75K 0.01%
4,175
516
$75K 0.01%
993
517
$74K 0.01%
500
518
$73K 0.01%
2,600
519
$72K 0.01%
128
520
$72K 0.01%
1,464
521
$72K 0.01%
2,225
522
$71K 0.01%
1,150
523
$71K 0.01%
965
524
$69K 0.01%
1,201
+26
525
$69K 0.01%
2,075
19 20
21
22 23