MCM

Manchester Capital Management Portfolio holdings

AUM $737M
1-Year Est. Return 17.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.4%
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
+$9.99M
2
+$3.46M
3
+$2.85M
4
SRLN icon
State Street Blackstone Senior Loan ETF
SRLN
+$1.89M
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$1.86M

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
851
$2K ﹤0.01%
+137
852
$2K ﹤0.01%
+6
853
$2K ﹤0.01%
+11
854
$2K ﹤0.01%
+27
855
$2K ﹤0.01%
+69
856
$2K ﹤0.01%
+51
857
$2K ﹤0.01%
+48
858
$2K ﹤0.01%
+326
859
$2K ﹤0.01%
7
-39
860
$2K ﹤0.01%
59
861
$2K ﹤0.01%
+147
862
$2K ﹤0.01%
290
863
$2K ﹤0.01%
+66
864
$2K ﹤0.01%
171
865
$2K ﹤0.01%
+81
866
$2K ﹤0.01%
+8
867
$2K ﹤0.01%
8
+2
868
$2K ﹤0.01%
26
869
$2K ﹤0.01%
+55
870
$2K ﹤0.01%
+26
871
$2K ﹤0.01%
+24
872
$2K ﹤0.01%
+103
873
$2K ﹤0.01%
30
874
$2K ﹤0.01%
416
875
$2K ﹤0.01%
+37
33 34
35
36 37