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
$132M
AUM Growth
-$5.01M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
32
New
Increased
Reduced
Closed

Top Buys

1
+$2.04M
2
+$1.58M
3
+$735K
4
SLB icon
SLB Ltd
SLB
+$383K
5
CI icon
Cigna
CI
+$332K

Top Sells

1
+$2.37B
2
+$4.78M
3
+$2.38M
4
BERY
Berry Global Group, Inc.
BERY
+$301K

Sector Composition

1 Financials 25.63%
2 Technology 23.04%
3 Industrials 17.62%
4 Consumer Discretionary 10.83%
5 Healthcare 10.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.16M 1.64%
44,746
27
$2.04M 1.55%
+2,949
28
$2.01M 1.52%
10,598
29
$1.71M 1.3%
629,115
30
$1.58M 1.2%
3,490
+3,484
31
– –
-24,093
32
– –
-29,300
1
2