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
551
$15K ﹤0.01%
+1,085
552
$14K ﹤0.01%
2,000
553
$14K ﹤0.01%
+76
554
$14K ﹤0.01%
132
555
$14K ﹤0.01%
226
-700
556
$14K ﹤0.01%
+95
557
$14K ﹤0.01%
50
558
$14K ﹤0.01%
144
559
$14K ﹤0.01%
79
+4
560
$14K ﹤0.01%
+724
561
$13K ﹤0.01%
+236
562
$13K ﹤0.01%
+339
563
$13K ﹤0.01%
1,814
+1,151
564
$13K ﹤0.01%
85
565
$13K ﹤0.01%
+233
566
$13K ﹤0.01%
+195
567
$12K ﹤0.01%
+253
568
$12K ﹤0.01%
80
569
$12K ﹤0.01%
+309
570
$12K ﹤0.01%
300
+100
571
$12K ﹤0.01%
+46
572
$12K ﹤0.01%
75
573
$12K ﹤0.01%
+139
574
$12K ﹤0.01%
180
+63
575
$12K ﹤0.01%
775
21 22
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