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
$227M
AUM Growth
+$4.76M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
41
New
Increased
Reduced
Closed

Top Buys

1
+$778K
2
+$78.4K
3
+$32.8K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$27.7K
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$19.6K

Top Sells

1
+$2.86M
2
+$339K
3
+$259K
4
MRK icon
Merck
MRK
+$210K
5
AAPL icon
Apple
AAPL
+$183K

Sector Composition

1 Technology 23.47%
2 Financials 8.81%
3 Consumer Discretionary 6.42%
4 Healthcare 4.61%
5 Communication Services 4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.17M 0.52%
12,838
-15
27
$1.14M 0.5%
2,915
28
$877K 0.39%
21,326
-90
29
$808K 0.36%
5,295
+25
30
$800K 0.35%
26,632
+167
31
$778K 0.34%
+4,610
32
$744K 0.33%
24,110
33
$402K 0.18%
1,872
34
$379K 0.17%
3,812
35
$283K 0.12%
2,460
+114
36
$278K 0.12%
2,600
37
$240K 0.11%
3,540
-147
38
$215K 0.09%
4,517
-121
39
$213K 0.09%
639
-40
40
– –
-2,673
41
– –
-1,591
1
2