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
651
$28K ﹤0.01%
350
652
$28K ﹤0.01%
950
653
$28K ﹤0.01%
69,520
654
$28K ﹤0.01%
521
655
$28K ﹤0.01%
90
-221
656
$28K ﹤0.01%
476
657
$27K ﹤0.01%
800
658
$27K ﹤0.01%
277
659
$27K ﹤0.01%
1,300
-900
660
$27K ﹤0.01%
665
-21
661
$27K ﹤0.01%
604
-229
662
$27K ﹤0.01%
302
663
$27K ﹤0.01%
813
664
$26K ﹤0.01%
370
-550
665
$25K ﹤0.01%
+410
666
$25K ﹤0.01%
277
667
$25K ﹤0.01%
1,000
668
$25K ﹤0.01%
388
669
$24K ﹤0.01%
2,250
670
$24K ﹤0.01%
552
671
$24K ﹤0.01%
422
672
$24K ﹤0.01%
546
-900
673
$24K ﹤0.01%
428
674
$24K ﹤0.01%
715
675
$23K ﹤0.01%
876
25 26
27
28 29