ECM

English Capital Management Portfolio holdings

AUM $151M
1-Year Est. Return 24.96%
This Quarter Est. Return
1 Year Est. Return
+24.96%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$127M
AUM Growth
+$10.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
34
New
Increased
Reduced
Closed

Top Buys

1
+$3.83M
2
+$2.68M

Top Sells

1
+$5.89M
2
+$2.7M

Sector Composition

1 Technology 24.09%
2 Financials 22.37%
3 Industrials 18.43%
4 Healthcare 12.82%
5 Consumer Discretionary 11.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.85M 1.46%
60,781
27
$1.84M 1.45%
29,300
28
$1.63M 1.28%
629,115
29
$1.6M 1.26%
23,537
30
$1.47M 1.16%
3,490
31
$1.79K ﹤0.01%
1
32
$1.12K ﹤0.01%
40
33
$793 ﹤0.01%
10
34
– –
-27,691
1
2