MCM

Manchester Capital Management Portfolio holdings

AUM $735M
1-Year Est. Return 20.06%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.06%
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
+$9.92M
2
+$3.98M
3
+$3.55M
4
SRLN icon
State Street Blackstone Senior Loan ETF
SRLN
+$1.88M
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$1.88M

Top Sells

1
+$1.62M
2
+$1.5M
3
+$1.21M
4
DSI icon
iShares MSCI KLD 400 Social ETF
DSI
+$1.11M
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
576
$12K ﹤0.01%
200
-64
577
$11K ﹤0.01%
415
-322
578
$11K ﹤0.01%
+230
579
$11K ﹤0.01%
+141
580
$11K ﹤0.01%
+172
581
$11K ﹤0.01%
+110
582
$11K ﹤0.01%
657
+159
583
$11K ﹤0.01%
100
-93
584
$11K ﹤0.01%
731
+554
585
$11K ﹤0.01%
+76
586
$10K ﹤0.01%
209
587
$10K ﹤0.01%
+373
588
$10K ﹤0.01%
54
589
$10K ﹤0.01%
100
590
$10K ﹤0.01%
182
+22
591
$10K ﹤0.01%
90
592
$10K ﹤0.01%
+300
593
$10K ﹤0.01%
179
+49
594
$10K ﹤0.01%
24
-19
595
$10K ﹤0.01%
3,586
+1,390
596
$10K ﹤0.01%
200
597
$9K ﹤0.01%
281
598
$9K ﹤0.01%
50
+45
599
$9K ﹤0.01%
150
+8
600
$9K ﹤0.01%
+281
22 23
24
25 26