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
976
$1K ﹤0.01%
+17
977
$1K ﹤0.01%
+13
978
$1K ﹤0.01%
+8
979
$1K ﹤0.01%
+9
980
$1K ﹤0.01%
+23
981
$1K ﹤0.01%
+13
982
$1K ﹤0.01%
35
-66
983
$1K ﹤0.01%
+17
984
$1K ﹤0.01%
2
985
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+15
986
$1K ﹤0.01%
34
+15
987
$1K ﹤0.01%
+71
988
$1K ﹤0.01%
+1
989
$1K ﹤0.01%
+9
990
$1K ﹤0.01%
+24
991
$1K ﹤0.01%
+119
992
$1K ﹤0.01%
+47
993
$1K ﹤0.01%
+64
994
$1K ﹤0.01%
+7
995
$1K ﹤0.01%
60
996
$1K ﹤0.01%
+50
997
$1K ﹤0.01%
+10
998
$1K ﹤0.01%
155
-64
999
$1K ﹤0.01%
+8
1000
$1K ﹤0.01%
80
38 39
40
41 42