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
951
$1K ﹤0.01%
+36
952
$1K ﹤0.01%
+10
953
$1K ﹤0.01%
+15
954
$1K ﹤0.01%
8
-1
955
$1K ﹤0.01%
+20
956
$1K ﹤0.01%
+6
957
$1K ﹤0.01%
+61
958
$1K ﹤0.01%
26
959
$1K ﹤0.01%
+6
960
$1K ﹤0.01%
+49
961
$1K ﹤0.01%
+37
962
$1K ﹤0.01%
+6
963
$1K ﹤0.01%
+9
964
$1K ﹤0.01%
+7
965
$1K ﹤0.01%
+153
966
$1K ﹤0.01%
+53
967
$1K ﹤0.01%
+62
968
$1K ﹤0.01%
+25
969
$1K ﹤0.01%
+28
970
$1K ﹤0.01%
+3
971
$1K ﹤0.01%
+65
972
$1K ﹤0.01%
7
973
$1K ﹤0.01%
200
-25
974
$1K ﹤0.01%
+8
975
$1K ﹤0.01%
9
-26
37 38
39
40 41