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
851
$2K ﹤0.01%
+138
852
$2K ﹤0.01%
+57
853
$2K ﹤0.01%
327
-7
854
$2K ﹤0.01%
+137
855
$2K ﹤0.01%
10
856
$2K ﹤0.01%
29
-8
857
$2K ﹤0.01%
44
858
$2K ﹤0.01%
6
859
$2K ﹤0.01%
88
+25
860
$2K ﹤0.01%
+80
861
$2K ﹤0.01%
+54
862
$2K ﹤0.01%
11
-89
863
$2K ﹤0.01%
53
864
$2K ﹤0.01%
52
+23
865
$2K ﹤0.01%
14
-42
866
$2K ﹤0.01%
+4
867
$2K ﹤0.01%
56
868
$2K ﹤0.01%
10
869
$2K ﹤0.01%
+137
870
$2K ﹤0.01%
40
871
$2K ﹤0.01%
+8
872
$2K ﹤0.01%
+50
873
$2K ﹤0.01%
30
874
$2K ﹤0.01%
30
+8
875
$2K ﹤0.01%
+6
33 34
35
36 37