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
876
$2K ﹤0.01%
+11
877
$2K ﹤0.01%
+66
878
$2K ﹤0.01%
171
879
$2K ﹤0.01%
+31
880
$2K ﹤0.01%
+26
881
$2K ﹤0.01%
+56
882
$2K ﹤0.01%
+81
883
$2K ﹤0.01%
+8
884
$2K ﹤0.01%
8
+2
885
$2K ﹤0.01%
26
886
$2K ﹤0.01%
+55
887
$2K ﹤0.01%
+26
888
$2K ﹤0.01%
+65
889
$2K ﹤0.01%
+24
890
$2K ﹤0.01%
+103
891
$2K ﹤0.01%
30
892
$2K ﹤0.01%
416
893
$2K ﹤0.01%
+37
894
$2K ﹤0.01%
42
895
$2K ﹤0.01%
+14
896
$2K ﹤0.01%
212
897
$2K ﹤0.01%
+62
898
$2K ﹤0.01%
+46
899
$2K ﹤0.01%
+136
900
$2K ﹤0.01%
68
+52
34 35
36
37 38