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
$153M
AUM Growth
+$17.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1 +$7.24M
2 +$4.5M
3 +$4.27M
4
ITA icon
iShares US Aerospace & Defense ETF
ITA
+$4.16M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.45M

Top Sells

1 +$4.76M
2 +$4.5M
3 +$3.67M
4
VTR icon
Ventas
VTR
+$2.72M
5
MAA icon
Mid-America Apartment Communities
MAA
+$2.67M

Sector Composition

1 Technology 14%
2 Healthcare 8.62%
3 Consumer Discretionary 7.84%
4 Communication Services 6.97%
5 Financials 6.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-28,358
52
-69,739
53
-21,460
54
-38,469
55
-84,510