ECML

Eagle Capital Management (Louisiana) Portfolio holdings

AUM $265M
1-Year Est. Return 20.34%
This Quarter Est. Return
1 Year Est. Return
+20.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$256M
AUM Growth
+$23.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$19.9M
2
+$9.89M
3
+$3.18M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$3.1M
5
UNH icon
UnitedHealth
UNH
+$3.1M

Top Sells

1
+$20M
2
+$5.98M
3
+$3.91M
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$3.5M
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$3.13M

Sector Composition

1 Technology 9.02%
2 Communication Services 7.22%
3 Consumer Discretionary 6.71%
4 Healthcare 5.43%
5 Industrials 4.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.89M 1.13%
27,359
+13,278
27
$2.89M 1.13%
27,647
+5,831
28
$2.89M 1.13%
25,445
+12,025
29
$2.86M 1.12%
31,466
+12,576
30
$2.85M 1.12%
77,756
+37,086
31
$2.84M 1.11%
35,916
-4,999
32
$2.84M 1.11%
26,298
+5,628
33
$2.84M 1.11%
22,992
+11,367
34
$2.83M 1.11%
28,355
+19,690
35
$2.83M 1.11%
30,166
+22,766
36
$2.81M 1.1%
35,105
+19,835
37
$2.81M 1.1%
82,677
+36,327
38
$2.77M 1.08%
23,057
-3,808
39
$2.74M 1.07%
30,468
+15,463
40
$2.73M 1.07%
+34,183
41
$2.71M 1.06%
97,484
+1,606
42
$2.71M 1.06%
+50,144
43
$2.67M 1.05%
44,394
-15,211
44
$2.65M 1.04%
71,660
+36,930
45
$2.65M 1.04%
157,260
+1,060
46
$2.61M 1.02%
8,531
+3,891
47
$2.61M 1.02%
16,632
+13,954
48
$2.58M 1.01%
43,687
+14,887
49
$2.55M 1%
36,016
+17,641
50
$2.48M 0.97%
26,158
+14,818
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