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
926
$1K ﹤0.01%
+22
927
$1K ﹤0.01%
+6
928
$1K ﹤0.01%
5
-63
929
$1K ﹤0.01%
7
930
$1K ﹤0.01%
+82
931
$1K ﹤0.01%
14
-6
932
$1K ﹤0.01%
+28
933
$1K ﹤0.01%
666
934
$1K ﹤0.01%
+19
935
$1K ﹤0.01%
+55
936
$1K ﹤0.01%
+63
937
$1K ﹤0.01%
+24
938
$1K ﹤0.01%
30
939
$1K ﹤0.01%
+22
940
$1K ﹤0.01%
+10
941
$1K ﹤0.01%
+41
942
$1K ﹤0.01%
21
943
$1K ﹤0.01%
100
944
$1K ﹤0.01%
+28
945
$1K ﹤0.01%
22
946
$1K ﹤0.01%
+208
947
$1K ﹤0.01%
37
+8
948
$1K ﹤0.01%
+112
949
$1K ﹤0.01%
+37
950
$1K ﹤0.01%
+34
36 37
38
39 40