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
601
$43K 0.01%
10,000
602
$42K 0.01%
1,128
603
$42K 0.01%
1,877
+54
604
$42K 0.01%
3,375
605
$42K 0.01%
600
606
$42K 0.01%
714
607
$41K 0.01%
816
-700
608
$41K 0.01%
1,725
609
$41K 0.01%
1,328
610
$40K 0.01%
1,100
611
$40K 0.01%
1,250
612
$40K 0.01%
741
613
$39K 0.01%
845
614
$39K 0.01%
514
+16
615
$39K 0.01%
1,000
616
$39K 0.01%
550
617
$39K 0.01%
1,247
618
$38K 0.01%
1,780
619
$38K 0.01%
2,400
620
$38K 0.01%
2,484
621
$36K 0.01%
500
622
$36K 0.01%
908
-57
623
$35K 0.01%
1,553
-90
624
$35K 0.01%
+925
625
$34K 0.01%
925
23 24
25
26 27