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
$102M
AUM Growth
+$16.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
31
New
Increased
Reduced
Closed

Top Buys

1 +$6.05M
2 +$2.06M
3 +$1.58M
4
XOM icon
Exxon Mobil
XOM
+$359K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$346K

Top Sells

1 +$193K
2 +$90.2K
3 +$60.7K
4
AMZN icon
Amazon
AMZN
+$50.7K

Sector Composition

1 Consumer Discretionary 20.83%
2 Technology 17.05%
3 Communication Services 11.81%
4 Healthcare 11.71%
5 Financials 3.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$1.58M 1.55%
+41,700
27
$359K 0.35%
+4,608
28
$346K 0.34%
+3,090
29
$293K 0.29%
+1,683
30
$207K 0.2%
5,650
31
$193K 0.19%
1,925