ECM

EMC Capital Management Portfolio holdings

AUM $185M
1-Year Est. Return 13.89%
This Quarter Est. Return
1 Year Est. Return
+13.89%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$179M
AUM Growth
+$3.03M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$1.41M
2
+$1.36M
3
+$1.27M
4
GBCI icon
Glacier Bancorp
GBCI
+$1.16M
5
ADUS icon
Addus HomeCare
ADUS
+$1.06M

Top Sells

1
+$1.57M
2
+$1.53M
3
+$1.45M
4
FIVN icon
FIVE9
FIVN
+$1.17M
5
ALTA
Altabancorp
ALTA
+$1.14M

Sector Composition

1 Consumer Discretionary 16.52%
2 Healthcare 13.57%
3 Technology 12.4%
4 Industrials 11.23%
5 Communication Services 10.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
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129
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130
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131
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132
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-19,281
133
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134
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-7,075
135
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-28,734
136
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-26,308
2 3 4 5
6