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
526
$19K ﹤0.01%
284
+101
527
$19K ﹤0.01%
+382
528
$19K ﹤0.01%
+544
529
$18K ﹤0.01%
246
+23
530
$18K ﹤0.01%
114
+108
531
$18K ﹤0.01%
+681
532
$18K ﹤0.01%
205
+186
533
$18K ﹤0.01%
+125
534
$18K ﹤0.01%
367
+24
535
$18K ﹤0.01%
631
+93
536
$17K ﹤0.01%
87
+51
537
$17K ﹤0.01%
+296
538
$16K ﹤0.01%
218
-20
539
$16K ﹤0.01%
254
+227
540
$16K ﹤0.01%
264
+43
541
$16K ﹤0.01%
567
+467
542
$16K ﹤0.01%
3,239
543
$16K ﹤0.01%
1,036
544
$16K ﹤0.01%
1,600
-2,000
545
$15K ﹤0.01%
188
+8
546
$15K ﹤0.01%
+220
547
$15K ﹤0.01%
228
548
$15K ﹤0.01%
+184
549
$15K ﹤0.01%
+50
550
$15K ﹤0.01%
322
20 21
22
23 24