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
576
$48K 0.01%
900
-220
577
$48K 0.01%
2,100
578
$48K 0.01%
3,692
579
$47K 0.01%
1,094
580
$47K 0.01%
730
581
$46K 0.01%
146
582
$46K 0.01%
1,004
583
$46K 0.01%
2,736
584
$46K 0.01%
1,800
585
$46K 0.01%
2,961
-174
586
$46K 0.01%
1,350
-1,200
587
$46K 0.01%
1,811
588
$46K 0.01%
1,500
589
$45K 0.01%
1,300
590
$45K 0.01%
2,545
591
$45K 0.01%
242
592
$45K 0.01%
4,841
-14
593
$45K 0.01%
837
-22
594
$45K 0.01%
2,217
-1,000
595
$44K 0.01%
2,489
596
$44K 0.01%
1,325
597
$44K 0.01%
974
598
$44K 0.01%
4,150
599
$43K 0.01%
1,649
600
$43K 0.01%
1,475
+375
22 23
24
25 26