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
976
$1K ﹤0.01%
+59
977
$1K ﹤0.01%
7
978
$1K ﹤0.01%
58
979
$1K ﹤0.01%
3
980
$1K ﹤0.01%
+1
981
$1K ﹤0.01%
+28
982
$1K ﹤0.01%
+17
983
$1K ﹤0.01%
+13
984
$1K ﹤0.01%
+8
985
$1K ﹤0.01%
+9
986
$1K ﹤0.01%
+63
987
$1K ﹤0.01%
5
988
$1K ﹤0.01%
+75
989
$1K ﹤0.01%
+12
990
$1K ﹤0.01%
125
-49
991
$1K ﹤0.01%
+37
992
$1K ﹤0.01%
37
+22
993
$1K ﹤0.01%
+12
994
$1K ﹤0.01%
+80
995
$1K ﹤0.01%
+22
996
$1K ﹤0.01%
+71
997
$1K ﹤0.01%
+14
998
$1K ﹤0.01%
+38
999
$1K ﹤0.01%
+13
1000
$1K ﹤0.01%
35
-66
38 39
40
41 42