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
$137M
AUM Growth
+$17.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
32
New
Increased
Reduced
Closed

Top Buys

1
+$4.74M
2
+$2.16M
3
+$1.78M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$1.6M
5
SLB icon
SLB Ltd
SLB
+$967K

Top Sells

1
+$2.41B
2
+$2.15M
3
+$443K

Sector Composition

1 Financials 22.51%
2 Technology 21.28%
3 Industrials 20.9%
4 Healthcare 12.4%
5 Consumer Discretionary 11.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.38M 1.74%
29,300
27
$2.22M 1.63%
60,781
28
$2.03M 1.48%
44,746
29
$1.96M 1.43%
629,115
30
$1.76M 1.28%
10,598
-12,939
31
$1.61M 1.17%
3,490
+3,484
32
– –
-48,897
1
2