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
976
$1K ﹤0.01%
+50
977
$1K ﹤0.01%
+46
978
$1K ﹤0.01%
7
979
$1K ﹤0.01%
58
980
$1K ﹤0.01%
3
981
$1K ﹤0.01%
+1
982
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+28
983
$1K ﹤0.01%
+17
984
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+13
985
$1K ﹤0.01%
+8
986
$1K ﹤0.01%
+9
987
$1K ﹤0.01%
+63
988
$1K ﹤0.01%
5
989
$1K ﹤0.01%
+75
990
$1K ﹤0.01%
+12
991
$1K ﹤0.01%
+23
992
$1K ﹤0.01%
125
-49
993
$1K ﹤0.01%
+37
994
$1K ﹤0.01%
37
+22
995
$1K ﹤0.01%
+12
996
$1K ﹤0.01%
+80
997
$1K ﹤0.01%
+22
998
$1K ﹤0.01%
+71
999
$1K ﹤0.01%
+14
1000
$1K ﹤0.01%
+18
38 39
40
41 42