MCM

Manchester Capital Management Portfolio holdings

AUM $737M
1-Year Est. Return 17.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.4%
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
926
-750
927
-676
928
-4,594
929
-4,512
930
-800
931
-3,359
932
-2,408
933
-275
934
-89
935
-346
936
-1,500
937
-132
938
-448
939
-1,236
940
-179
941
-2,710
942
-15
943
-27,050
944
-21,750
945
-1,540
946
-1,200
947
-54
948
-500
949
-169
950
-17,419