We are live on
!
Find out more
ECM
English Capital Management Portfolio holdings
AUM
$170M
1-Year Est. Return
24.08%
This Fund
S&P 500
1 Year Est. Return
+24.08%
AUM
$170M
AUM Growth
+$9.73M
(+6.1%)
Holding
37
Top Buys
| 1 | +$5.09M | |
| 2 | +$4.8M | |
| 3 | +$4.68M | |
| 4 |
Elevance Health
ELV
|
+$2.58M |
| 5 |
Booking.com
BKNG
|
+$391K |
Sector Composition
| 1 | Technology | 28.81% |
| 2 | Industrials | 19.3% |
| 3 | Financials | 18.3% |
| 4 | Consumer Discretionary | 11.64% |
| 5 | Healthcare | 10.71% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Arrow Electronics
ARW
$11.7B
| $11.3M | 6.66% |
78,875
|
|
||
2
AerCap
AER
$22.3B
| $9.46M | 5.57% |
68,933
|
|
||
3
Synchrony
SYF
$25.1B
| $7.58M | 4.46% |
111,407
|
|
||
4
Globe Life
GL
$13B
| $7.43M | 4.38% |
53,401
|
|
||
5
HCA Healthcare
HCA
$86.5B
| $7.31M | 4.31% |
15,457
|
|
||
6
Applied Materials
AMAT
$465B
| $6.98M | 4.11% |
20,420
|
|
||
7
Alphabet (Google) Class C
GOOG
$4.48T
| $6.75M | 3.98% |
23,537
|
|
||
|
8
Booking.com
BKNG
$135B
| $6.73M | 3.96% |
39,975
+2,125
|
|
||
9
TD Synnex
SNX
$22.9B
| $6.23M | 3.67% |
36,898
|
|
||
10
TSMC
TSM
$2.29T
| $6.12M | 3.6% |
18,098
|
|
||
11
Ryanair
RYAAY
$32.2B
| $6.07M | 3.57% |
105,000
|
|
||
12
Cigna
CI
$77.7B
| $5.87M | 3.46% |
22,018
|
|
||
13
SLB Ltd
SLB
$80.3B
| $5.74M | 3.38% |
111,606
|
|
||
14
Genpact
G
$5.25B
| $5.62M | 3.31% |
150,975
|
|
||
15
Ferguson
FERG
$45.7B
| $5.62M | 3.31% |
24,093
|
|
||
16
Titan Machinery
TITN
$464M
| $4.9M | 2.89% |
293,069
+6,616
|
|
||
|
17
Elevance Health
ELV
$87.3B
| $4.54M | 2.68% |
15,518
+7,836
|
|
||
18
Amazon
AMZN
$2.65T
| $4.54M | 2.67% |
+21,779
|
|
||
19
Microsoft
MSFT
$2.97T
| $4.5M | 2.65% |
+12,164
|
|
||
20
Ally Financial
ALLY
$13.9B
| $4.34M | 2.55% |
110,562
|
|
||
21
Texas Instruments
TXN
$285B
| $4.27M | 2.52% |
22,000
|
|
||
22
ASML
ASML
$729B
| $3.9M | 2.29% |
2,949
|
|
||
23
Capital One
COF
$121B
| $3.86M | 2.28% |
21,176
|
|
||
24
Masco
MAS
$15B
| $3.82M | 2.25% |
63,298
|
|
||
25
Markel Group
MKL
$23.2B
| $3.62M | 2.13% |
1,891
|
|