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
551
$57K 0.01%
7,000
552
$57K 0.01%
1,621
-28
553
$56K 0.01%
+833
554
$56K 0.01%
1,138
555
$56K 0.01%
2,563
+99
556
$56K 0.01%
2,170
557
$56K 0.01%
1,679
558
$56K 0.01%
3,378
+50
559
$56K 0.01%
+2,200
560
$55K 0.01%
3,300
561
$55K 0.01%
2,480
562
$54K 0.01%
374
+13
563
$54K 0.01%
1,705
564
$52K 0.01%
1,375
-275
565
$52K 0.01%
944
566
$52K 0.01%
2,551
567
$51K 0.01%
1,308
-169
568
$51K 0.01%
1,300
569
$51K 0.01%
+475
570
$50K 0.01%
+2,081
571
$50K 0.01%
2,107
572
$50K 0.01%
4,425
-1,800
573
$49K 0.01%
1,192
574
$49K 0.01%
1,126
575
$48K 0.01%
1,744
-478
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