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
501
$23K ﹤0.01%
476
+430
502
$23K ﹤0.01%
278
503
$23K ﹤0.01%
+1,217
504
$23K ﹤0.01%
163
+151
505
$22K ﹤0.01%
+809
506
$22K ﹤0.01%
95
+79
507
$22K ﹤0.01%
441
508
$22K ﹤0.01%
283
+240
509
$22K ﹤0.01%
1,261
510
$22K ﹤0.01%
+331
511
$21K ﹤0.01%
1,500
512
$21K ﹤0.01%
+307
513
$21K ﹤0.01%
1,440
514
$21K ﹤0.01%
+110
515
$21K ﹤0.01%
+381
516
$21K ﹤0.01%
80
517
$20K ﹤0.01%
27
-19
518
$20K ﹤0.01%
233
519
$20K ﹤0.01%
600
520
$20K ﹤0.01%
+200
521
$20K ﹤0.01%
415
-3,760
522
$20K ﹤0.01%
300
-7
523
$20K ﹤0.01%
+164
524
$19K ﹤0.01%
188
+179
525
$19K ﹤0.01%
+228
19 20
21
22 23