ECM
English Capital Management Portfolio holdings
AUM
$160M
1-Year Est. Return
28.32%
This Fund
S&P 500
1 Year Est. Return
+28.32%
AUM
$160M
AUM Growth
+$7.12M
(+4.7%)
Holding
35
Top Buys
No buys this quarter
Sector Composition
| 1 | Technology | 24.37% |
| 2 | Financials | 22.13% |
| 3 | Industrials | 21.27% |
| 4 | Healthcare | 11.94% |
| 5 | Consumer Discretionary | 8.74% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
British American Tobacco
BTI
$132B
| $3.09M | 1.93% |
54,529
|
|
||
27
Air Lease Corp
AL
$7.24B
| $2.87M | 1.8% |
44,746
|
|
||
28
Elevance Health
ELV
$64.5B
| $2.69M | 1.68% |
7,682
|
|
||
29
UnitedHealth
UNH
$259B
| $2.59M | 1.62% |
7,841
|
|
||
30
M/I Homes
MHO
$3.33B
| $1.07M | 0.67% |
8,347
|
|
||
31
Meritage Homes
MTH
$4.28B
| $912K | 0.57% |
13,857
|
|
||
32
LGI Homes
LGIH
$965M
| $748K | 0.47% |
17,400
|
|
||
33
Berkshire Hathaway Class B
BRK.B
$1.06T
| $689K | 0.43% |
1,371
|
|
||
34
Centene
CNC
$17.1B
| $563K | 0.35% |
13,679
|
|
||
35
CarMax
KMX
$5.91B
| – | – |
-43,301
|
|