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
826
$3K ﹤0.01%
+319
827
$3K ﹤0.01%
+3
828
$3K ﹤0.01%
128
829
$3K ﹤0.01%
19
+4
830
$3K ﹤0.01%
23
+10
831
$3K ﹤0.01%
+261
832
$3K ﹤0.01%
+10
833
$3K ﹤0.01%
+66
834
$2K ﹤0.01%
+55
835
$2K ﹤0.01%
+52
836
$2K ﹤0.01%
+27
837
$2K ﹤0.01%
+69
838
$2K ﹤0.01%
+51
839
$2K ﹤0.01%
+48
840
$2K ﹤0.01%
+326
841
$2K ﹤0.01%
7
-39
842
$2K ﹤0.01%
59
843
$2K ﹤0.01%
+147
844
$2K ﹤0.01%
290
845
$2K ﹤0.01%
+47
846
$2K ﹤0.01%
18
847
$2K ﹤0.01%
+55
848
$2K ﹤0.01%
24
-38
849
$2K ﹤0.01%
+60
850
$2K ﹤0.01%
+32
32 33
34
35 36