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
476
$29K ﹤0.01%
185
+124
477
$29K ﹤0.01%
299
-91
478
$29K ﹤0.01%
1,465
+204
479
$28K ﹤0.01%
180
+176
480
$28K ﹤0.01%
+392
481
$28K ﹤0.01%
377
-87
482
$27K ﹤0.01%
750
-200
483
$27K ﹤0.01%
400
-97
484
$26K ﹤0.01%
638
+583
485
$26K ﹤0.01%
2,088
486
$25K ﹤0.01%
+100
487
$25K ﹤0.01%
521
+216
488
$25K ﹤0.01%
+518
489
$25K ﹤0.01%
453
+139
490
$25K ﹤0.01%
150
+140
491
$24K ﹤0.01%
1,000
492
$24K ﹤0.01%
+667
493
$24K ﹤0.01%
+699
494
$24K ﹤0.01%
173
+157
495
$24K ﹤0.01%
+752
496
$23K ﹤0.01%
138
-20
497
$23K ﹤0.01%
+218
498
$23K ﹤0.01%
+393
499
$23K ﹤0.01%
+138
500
$23K ﹤0.01%
681
+9
18 19
20
21 22