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
926
$1K ﹤0.01%
+55
927
$1K ﹤0.01%
+63
928
$1K ﹤0.01%
+24
929
$1K ﹤0.01%
30
930
$1K ﹤0.01%
+22
931
$1K ﹤0.01%
+10
932
$1K ﹤0.01%
+41
933
$1K ﹤0.01%
21
934
$1K ﹤0.01%
100
935
$1K ﹤0.01%
+28
936
$1K ﹤0.01%
22
937
$1K ﹤0.01%
+208
938
$1K ﹤0.01%
37
+8
939
$1K ﹤0.01%
+112
940
$1K ﹤0.01%
+37
941
$1K ﹤0.01%
+34
942
$1K ﹤0.01%
+36
943
$1K ﹤0.01%
+10
944
$1K ﹤0.01%
+15
945
$1K ﹤0.01%
8
-1
946
$1K ﹤0.01%
+20
947
$1K ﹤0.01%
+21
948
$1K ﹤0.01%
+5
949
$1K ﹤0.01%
+19
950
$1K ﹤0.01%
+6
36 37
38
39 40