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
651
$6K ﹤0.01%
+201
652
$6K ﹤0.01%
149
653
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+140
654
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657
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+1,272
658
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101
659
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660
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661
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48
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664
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666
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667
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668
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669
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29
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671
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672
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+40
673
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674
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95
+34
675
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94