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 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
601
$9K ﹤0.01%
150
+8
602
$9K ﹤0.01%
+281
603
$9K ﹤0.01%
+340
604
$9K ﹤0.01%
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605
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148
+28
606
$9K ﹤0.01%
267
607
$9K ﹤0.01%
175
+117
608
$8K ﹤0.01%
63
609
$8K ﹤0.01%
+68
610
$8K ﹤0.01%
52
-24
611
$8K ﹤0.01%
+500
612
$8K ﹤0.01%
163
613
$8K ﹤0.01%
400
614
$8K ﹤0.01%
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615
$8K ﹤0.01%
+106
616
$8K ﹤0.01%
+157
617
$8K ﹤0.01%
230
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618
$8K ﹤0.01%
+177
619
$8K ﹤0.01%
+183
620
$8K ﹤0.01%
+428
621
$8K ﹤0.01%
+475
622
$7K ﹤0.01%
72
623
$7K ﹤0.01%
18
+16
624
$7K ﹤0.01%
235
625
$7K ﹤0.01%
83