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
176
$401K 0.06%
5,466
177
$398K 0.06%
17,260
178
$397K 0.06%
12,462
+104
179
$396K 0.06%
2,957
-387
180
$395K 0.06%
20,696
181
$394K 0.06%
8,387
+3,278
182
$391K 0.06%
5,995
-275
183
$391K 0.06%
9,320
184
$390K 0.06%
4,197
-3,895
185
$384K 0.06%
4,745
186
$382K 0.06%
24,600
187
$377K 0.06%
5,420
-600
188
$376K 0.06%
15,408
-2
189
$371K 0.06%
8,600
190
$369K 0.06%
67,720
191
$364K 0.06%
7,350
192
$358K 0.06%
22,982
193
$358K 0.06%
16,646
194
$358K 0.06%
16,095
195
$353K 0.06%
16,869
196
$352K 0.05%
4,915
-629
197
$351K 0.05%
17,785
198
$350K 0.05%
8,310
+300
199
$350K 0.05%
28,440
200
$348K 0.05%
12,470
-3,280
6 7
8
9 10