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
51
$1.39M 0.22%
13,469
52
$1.36M 0.21%
36,012
53
$1.29M 0.2%
15,726
-187
54
$1.27M 0.2%
15,084
-640
55
$1.24M 0.19%
32,467
-67
56
$1.24M 0.19%
50,108
+148
57
$1.21M 0.19%
16,059
58
$1.2M 0.19%
10,262
-256
59
$1.19M 0.19%
20,384
-595
60
$1.19M 0.18%
15,737
+1,353
61
$1.14M 0.18%
14,955
-650
62
$1.13M 0.18%
18,357
-355
63
$1.1M 0.17%
9,272
64
$1.1M 0.17%
18,187
-15
65
$1.06M 0.17%
28,050
+27,050
66
$1.05M 0.16%
39,320
67
$1.05M 0.16%
23,510
+8
68
$1.03M 0.16%
20,203
+4,485
69
$1.01M 0.16%
14,270
+25
70
$979K 0.15%
27,690
71
$977K 0.15%
10,371
+37
72
$928K 0.14%
12,036
-225
73
$907K 0.14%
18,460
-1
74
$898K 0.14%
6,580
-170
75
$882K 0.14%
10,103
1 2
3
4 5