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
951
$1K ﹤0.01%
+61
952
$1K ﹤0.01%
26
953
$1K ﹤0.01%
+6
954
$1K ﹤0.01%
+49
955
$1K ﹤0.01%
+37
956
$1K ﹤0.01%
+6
957
$1K ﹤0.01%
+9
958
$1K ﹤0.01%
+7
959
$1K ﹤0.01%
+153
960
$1K ﹤0.01%
+53
961
$1K ﹤0.01%
+62
962
$1K ﹤0.01%
+25
963
$1K ﹤0.01%
+28
964
$1K ﹤0.01%
+3
965
$1K ﹤0.01%
+65
966
$1K ﹤0.01%
7
967
$1K ﹤0.01%
200
-25
968
$1K ﹤0.01%
+8
969
$1K ﹤0.01%
9
-26
970
$1K ﹤0.01%
+59
971
$1K ﹤0.01%
3
-28
972
$1K ﹤0.01%
+22
973
$1K ﹤0.01%
7
974
$1K ﹤0.01%
+16
975
$1K ﹤0.01%
8
37 38
39
40 41