MCM

Manchester Capital Management Portfolio holdings

AUM $760M
1-Year Est. Return 13.71%
This Quarter Est. Return
1 Year Est. Return
+13.71%
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
901
$2K ﹤0.01%
+138
902
$2K ﹤0.01%
+57
903
$2K ﹤0.01%
212
904
$2K ﹤0.01%
+62
905
$2K ﹤0.01%
+46
906
$2K ﹤0.01%
+136
907
$2K ﹤0.01%
68
+52
908
$2K ﹤0.01%
+89
909
$2K ﹤0.01%
+104
910
$2K ﹤0.01%
+61
911
$2K ﹤0.01%
+49
912
$2K ﹤0.01%
+97
913
$2K ﹤0.01%
+102
914
$1K ﹤0.01%
+29
915
$1K ﹤0.01%
+14
916
$1K ﹤0.01%
45
917
$1K ﹤0.01%
+22
918
$1K ﹤0.01%
+6
919
$1K ﹤0.01%
5
-63
920
$1K ﹤0.01%
7
921
$1K ﹤0.01%
+82
922
$1K ﹤0.01%
14
-6
923
$1K ﹤0.01%
+28
924
$1K ﹤0.01%
666
925
$1K ﹤0.01%
+19
35 36
37
38 39