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
626
$34K 0.01%
425
-325
627
$33K 0.01%
411
628
$33K 0.01%
2,045
+1,714
629
$33K 0.01%
1,400
-1,600
630
$33K 0.01%
+1,175
631
$32K 0.01%
408
632
$32K 0.01%
1,129
-5
633
$32K 0.01%
857
634
$32K 0.01%
1,175
635
$32K 0.01%
1,400
636
$32K 0.01%
1,900
637
$31K ﹤0.01%
1,166
-1
638
$31K ﹤0.01%
419
+96
639
$31K ﹤0.01%
+1,025
640
$31K ﹤0.01%
370
641
$31K ﹤0.01%
1,800
-400
642
$31K ﹤0.01%
1,725
-1,500
643
$30K ﹤0.01%
2,000
644
$30K ﹤0.01%
1,600
645
$30K ﹤0.01%
520
646
$30K ﹤0.01%
1,050
+250
647
$29K ﹤0.01%
800
648
$29K ﹤0.01%
1,150
649
$29K ﹤0.01%
2,931
650
$28K ﹤0.01%
+975
24 25
26
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