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
$182M
AUM Growth
+$2.84M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
34
New
Increased
Reduced
Closed

Top Buys

1 +$7.12M
2 +$3.61M
3 +$1.42M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$737K
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$490K

Top Sells

1 +$4.96M
2 +$228K
3 +$136K
4
MSFT icon
Microsoft
MSFT
+$133K
5
INTU icon
Intuit
INTU
+$114K

Sector Composition

1 Technology 22.45%
2 Financials 6.93%
3 Consumer Discretionary 6.21%
4 Healthcare 3.93%
5 Communication Services 3.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$1.01M 0.56%
3,017
27
$820K 0.45%
29,944
+254
28
$820K 0.45%
24,725
-198
29
$741K 0.41%
24,110
30
$712K 0.39%
5,336
+38
31
$369K 0.2%
3,812
32
$321K 0.18%
1,872
33
$288K 0.16%
2,600
34
-34,767