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
776
$8K ﹤0.01%
236
777
$8K ﹤0.01%
150
778
$8K ﹤0.01%
+400
779
$8K ﹤0.01%
100
-4,406
780
$8K ﹤0.01%
450
781
$8K ﹤0.01%
+250
782
$8K ﹤0.01%
340
783
$8K ﹤0.01%
550
784
$8K ﹤0.01%
733
-139
785
$8K ﹤0.01%
317
+34
786
$8K ﹤0.01%
510
787
$7K ﹤0.01%
189
+65
788
$7K ﹤0.01%
302
789
$7K ﹤0.01%
580
-2,400
790
$7K ﹤0.01%
228
791
$7K ﹤0.01%
241
792
$7K ﹤0.01%
114
+40
793
$7K ﹤0.01%
1,000
-11,899
794
$7K ﹤0.01%
399
795
$6K ﹤0.01%
314
796
$6K ﹤0.01%
173
797
$6K ﹤0.01%
69
798
$6K ﹤0.01%
115
799
$6K ﹤0.01%
100
800
$6K ﹤0.01%
852
30 31
32
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