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
701
$18K ﹤0.01%
92
702
$18K ﹤0.01%
151
-345
703
$18K ﹤0.01%
275
704
$17K ﹤0.01%
413
705
$17K ﹤0.01%
244
706
$16K ﹤0.01%
332
+128
707
$16K ﹤0.01%
1,691
708
$16K ﹤0.01%
197
709
$16K ﹤0.01%
1,383
-2
710
$16K ﹤0.01%
710
711
$15K ﹤0.01%
307
712
$15K ﹤0.01%
1,192
713
$15K ﹤0.01%
776
714
$15K ﹤0.01%
280
715
$15K ﹤0.01%
208
716
$15K ﹤0.01%
376
717
$15K ﹤0.01%
187
718
$15K ﹤0.01%
375
+41
719
$15K ﹤0.01%
189
720
$14K ﹤0.01%
212
721
$14K ﹤0.01%
528
722
$14K ﹤0.01%
265
-1,000
723
$14K ﹤0.01%
650
724
$14K ﹤0.01%
392
725
$14K ﹤0.01%
205
27 28
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30 31