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
$168M
AUM Growth
+$4.95M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
44
New
Increased
Reduced
Closed

Top Buys

1
+$511K
2
+$289K
3
+$270K
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$262K
5
BSCK
Invesco BulletShares 2020 Corporate Bond ETF
BSCK
+$220K

Top Sells

1
+$208K
2
+$65.5K
3
+$53.1K
4
ECL icon
Ecolab
ECL
+$50.6K
5
AMGN icon
Amgen
AMGN
+$49.3K

Sector Composition

1 Healthcare 8.6%
2 Technology 7.46%
3 Financials 7.12%
4 Communication Services 6.81%
5 Consumer Discretionary 3.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.83M 1.69%
22,895
-283
27
$2.83M 1.68%
88,815
-1,123
28
$2.65M 1.58%
24,914
-316
29
$2.6M 1.55%
30,349
-367
30
$2.58M 1.53%
121,237
+8,733
31
$2.54M 1.51%
24,323
-235
32
$2.46M 1.46%
31,397
-836
33
$2.43M 1.44%
85,123
-873
34
$2.36M 1.4%
110,970
-1,047
35
$2.28M 1.36%
236,526
+27,192
36
$2.01M 1.19%
133,482
+1,809
37
$1.9M 1.13%
240,672
+7,944
38
$1.85M 1.1%
28,095
-3,156
39
$959K 0.57%
24,285
+1,280
40
$754K 0.45%
14,280
+1,046
41
$234K 0.14%
5,650
42
$220K 0.13%
+10,250
43
$207K 0.12%
+2,250
44
$87K 0.05%
1,754
1
2