ECML
Eagle Capital Management (Louisiana) Portfolio holdings
AUM
$254M
1-Year Est. Return
24.94%
This Fund
S&P 500
1 Year Est. Return
+24.94%
AUM
$254M
AUM Growth
-$21.3M
(-7.7%)
Holding
53
Top Buys
| 1 | +$2.06M | |
| 2 | +$998K | |
| 3 | +$367K | |
| 4 |
Johnson & Johnson
JNJ
|
+$239K |
| 5 |
Targa Resources
TRGP
|
+$195K |
Top Sells
| 1 | +$8.01M | |
| 2 | +$5.03M | |
| 3 | +$2.39M | |
| 4 |
Vanguard Ultra-Short Bond ETF
VUSB
|
+$888K |
| 5 |
Broadcom
AVGO
|
+$838K |
Sector Composition
| 1 | Technology | 21.51% |
| 2 | Financials | 9.4% |
| 3 | Consumer Discretionary | 5.74% |
| 4 | Communication Services | 4.93% |
| 5 | Energy | 2.97% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Intuit
INTU
$112B
| – | – |
-12,097
|
|
||
52
IBM
IBM
$240B
| – | – |
-8,055
|
|
||
53
Accenture
ACN
$119B
| – | – |
-18,730
|
|