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
$731M
AUM Growth
+$4.77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,170
New
Increased
Reduced
Closed

Top Buys

1
+$9.99M
2
+$3.46M
3
+$2.85M
4
SRLN icon
State Street Blackstone Senior Loan ETF
SRLN
+$1.89M
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$1.86M

Top Sells

1
+$1.57M
2
+$1.38M
3
+$1.18M
4
DSI icon
iShares MSCI KLD 400 Social ETF
DSI
+$1.08M
5
MSEX icon
Middlesex Water
MSEX
+$1.01M

Sector Composition

1 Industrials 19.43%
2 Technology 14.12%
3 Financials 8.58%
4 Consumer Discretionary 6.97%
5 Healthcare 6.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$51K 0.01%
+652
427
$51K 0.01%
+274
428
$51K 0.01%
400
-90
429
$50K 0.01%
798
430
$50K 0.01%
1,497
-47
431
$49K 0.01%
1,028
-270
432
$48K 0.01%
619
433
$47K 0.01%
367
434
$46K 0.01%
708
+649
435
$45K 0.01%
625
436
$44K 0.01%
200
437
$43K 0.01%
1,136
438
$43K 0.01%
775
439
$42K 0.01%
+345
440
$41K 0.01%
1,750
441
$41K 0.01%
541
442
$40K 0.01%
1,880
443
$40K 0.01%
1,615
444
$39K 0.01%
+1,299
445
$39K 0.01%
1,440
446
$39K 0.01%
187
447
$38K 0.01%
+161
448
$38K 0.01%
+1,500
449
$38K 0.01%
623
+591
450
$37K 0.01%
389
16 17
18
19 20