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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 | |
|---|---|---|---|---|---|---|
26
Sea Limited
SE
$53.1B
| $3.61M | 2.13% |
+43,631
|
|
||
27
Berkshire Hathaway Class A
BRK.A
$1.07T
| $3.59M | 2.11% |
5
|
|
||
28
Alphabet (Google) Class A
GOOGL
$4.5T
| $3.41M | 2.01% |
11,848
|
|
||
29
British American Tobacco
BTI
$132B
| $3.19M | 1.88% |
54,529
|
|
||
30
Amcor
AMCR
$19B
| $3.01M | 1.77% |
75,823
|
|
||
|
AL
31
DELISTED
Air Lease Corp
AL
| $2.91M | 1.71% |
44,746
|
|
||
32
M/I Homes
MHO
$3.62B
| $1.02M | 0.6% |
8,347
|
|
||
33
Meritage Homes
MTH
$4.86B
| $857K | 0.5% |
13,857
|
|
||
|
34
Berkshire Hathaway Class B
BRK.B
$1.07T
| $657K | 0.39% |
1,371
|
|
||
35
Centene
CNC
$31.3B
| $448K | 0.26% |
13,679
|
|
||
36
LGI Homes
LGIH
$1.24B
| – | – |
-17,400
|
|
||
37
UnitedHealth
UNH
$373B
| – | – |
-7,841
|
|