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
876
$2K ﹤0.01%
42
877
$2K ﹤0.01%
+14
878
$2K ﹤0.01%
+47
879
$2K ﹤0.01%
18
880
$2K ﹤0.01%
+55
881
$2K ﹤0.01%
24
-38
882
$2K ﹤0.01%
+60
883
$2K ﹤0.01%
+32
884
$2K ﹤0.01%
+138
885
$2K ﹤0.01%
212
886
$2K ﹤0.01%
+46
887
$2K ﹤0.01%
+104
888
$2K ﹤0.01%
+97
889
$2K ﹤0.01%
+102
890
$2K ﹤0.01%
+57
891
$2K ﹤0.01%
+65
892
$2K ﹤0.01%
68
+52
893
$2K ﹤0.01%
+89
894
$2K ﹤0.01%
+61
895
$2K ﹤0.01%
+49
896
$2K ﹤0.01%
+348
897
$2K ﹤0.01%
8
898
$2K ﹤0.01%
+22
899
$2K ﹤0.01%
+39
900
$2K ﹤0.01%
6
34 35
36
37 38