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
526
$67K 0.01%
1,680
-354
527
$67K 0.01%
698
528
$67K 0.01%
940
529
$67K 0.01%
1,490
530
$66K 0.01%
3,450
531
$66K 0.01%
833
532
$65K 0.01%
153
533
$65K 0.01%
697
-337
534
$64K 0.01%
1,377
535
$64K 0.01%
3,210
536
$64K 0.01%
1,166
+966
537
$64K 0.01%
2,000
538
$63K 0.01%
2,375
539
$63K 0.01%
2,526
540
$63K 0.01%
1,044
541
$61K 0.01%
2,900
542
$61K 0.01%
3,700
543
$61K 0.01%
2,063
544
$60K 0.01%
1,548
545
$60K 0.01%
1,200
+150
546
$59K 0.01%
876
547
$59K 0.01%
686
548
$59K 0.01%
2,166
549
$59K 0.01%
2,200
550
$58K 0.01%
629
20 21
22
23 24