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
751
$11K ﹤0.01%
124
752
$11K ﹤0.01%
682
753
$10K ﹤0.01%
1,010
754
$10K ﹤0.01%
380
755
$10K ﹤0.01%
236
756
$10K ﹤0.01%
94
757
$10K ﹤0.01%
850
+200
758
$10K ﹤0.01%
174
-64
759
$9K ﹤0.01%
328
760
$9K ﹤0.01%
102
761
$9K ﹤0.01%
135
762
$9K ﹤0.01%
125
763
$9K ﹤0.01%
300
764
$9K ﹤0.01%
475
765
$9K ﹤0.01%
32
-400
766
$9K ﹤0.01%
207
767
$9K ﹤0.01%
+664
768
$9K ﹤0.01%
425
+100
769
$9K ﹤0.01%
350
770
$9K ﹤0.01%
147
771
$9K ﹤0.01%
330
772
$9K ﹤0.01%
232
773
$8K ﹤0.01%
100
774
$8K ﹤0.01%
356
775
$8K ﹤0.01%
180
-387
29 30
31
32 33