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
$256M
AUM Growth
+$23.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$19.9M
2
+$9.89M
3
+$3.18M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$3.1M
5
UNH icon
UnitedHealth
UNH
+$3.1M

Top Sells

1
+$20M
2
+$5.98M
3
+$3.91M
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$3.5M
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$3.13M

Sector Composition

1 Technology 9.02%
2 Communication Services 7.22%
3 Consumer Discretionary 6.71%
4 Healthcare 5.43%
5 Industrials 4.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-19,624
77
– –
-62,014
78
– –
-236,800
79
– –
-24,400
80
– –
-36,361
81
– –
-10,175
1 2 3
4