MCM

Manchester Capital Management Portfolio holdings

AUM $737M
1-Year Est. Return 17.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.4%
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
+$9.99M
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%
+9
977
$1K ﹤0.01%
+119
978
$1K ﹤0.01%
+47
979
$1K ﹤0.01%
+64
980
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+7
981
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60
982
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+8
983
$1K ﹤0.01%
+24
984
$1K ﹤0.01%
+29
985
$1K ﹤0.01%
+14
986
$1K ﹤0.01%
45
987
$1K ﹤0.01%
21
988
$1K ﹤0.01%
100
989
$1K ﹤0.01%
+28
990
$1K ﹤0.01%
+112
991
$1K ﹤0.01%
+10
992
$1K ﹤0.01%
+21
993
$1K ﹤0.01%
+5
994
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+19
995
$1K ﹤0.01%
+6
996
$1K ﹤0.01%
+61
997
$1K ﹤0.01%
26
998
$1K ﹤0.01%
+6
999
$1K ﹤0.01%
+49
1000
$1K ﹤0.01%
+37
38 39
40
41 42