MCM

Manchester Capital Management Portfolio holdings

AUM $694M
1-Year Est. Return 22.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.4%
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
+$9.92M
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
951
$1K ﹤0.01%
+7
952
$1K ﹤0.01%
+153
953
$1K ﹤0.01%
+53
954
$1K ﹤0.01%
+62
955
$1K ﹤0.01%
+25
956
$1K ﹤0.01%
+28
957
$1K ﹤0.01%
+3
958
$1K ﹤0.01%
+65
959
$1K ﹤0.01%
7
960
$1K ﹤0.01%
200
-25
961
$1K ﹤0.01%
+8
962
$1K ﹤0.01%
9
-26
963
$1K ﹤0.01%
+59
964
$1K ﹤0.01%
3
-28
965
$1K ﹤0.01%
+22
966
$1K ﹤0.01%
7
967
$1K ﹤0.01%
+16
968
$1K ﹤0.01%
8
969
$1K ﹤0.01%
+50
970
$1K ﹤0.01%
+46
971
$1K ﹤0.01%
7
972
$1K ﹤0.01%
58
973
$1K ﹤0.01%
3
974
$1K ﹤0.01%
+1
975
$1K ﹤0.01%
+28
37 38
39
40 41