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
451
$37K 0.01%
+586
452
$37K 0.01%
225
-21
453
$36K ﹤0.01%
985
454
$36K ﹤0.01%
1,000
455
$35K ﹤0.01%
508
+473
456
$35K ﹤0.01%
631
457
$35K ﹤0.01%
+448
458
$35K ﹤0.01%
480
+14
459
$34K ﹤0.01%
314
460
$34K ﹤0.01%
+1,403
461
$33K ﹤0.01%
170
462
$33K ﹤0.01%
1,381
463
$33K ﹤0.01%
219
+204
464
$33K ﹤0.01%
1,878
465
$32K ﹤0.01%
+1,020
466
$32K ﹤0.01%
+100
467
$31K ﹤0.01%
240
+216
468
$31K ﹤0.01%
493
-355
469
$31K ﹤0.01%
+256
470
$31K ﹤0.01%
+272
471
$30K ﹤0.01%
852
472
$30K ﹤0.01%
551
+500
473
$30K ﹤0.01%
200
+193
474
$30K ﹤0.01%
2,105
475
$29K ﹤0.01%
991
17 18
19
20 21