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
1
$10.8M 8.54%
124,595
2
$8.8M 6.94%
67,977
+20,737
3
$7.04M 5.55%
19,384
4
$5.88M 4.63%
49,837
-50,000
5
$5.49M 4.33%
1,514
6
$5.47M 4.31%
134,762
7
$5.45M 4.3%
165,375
8
$5.26M 4.15%
24,093
9
$5.16M 4.06%
15,457
10
$5.07M 4%
117,557
11
$4.99M 3.94%
63,298
12
$4.64M 3.66%
31,173
13
$4.14M 3.26%
36,598
14
$4.07M 3.21%
51,895
15
$3.83M 3.02%
+22,000
16
$3.81M 3%
6
17
$3.77M 2.97%
43,301
18
$3.68M 2.9%
67,066
19
$3.58M 2.82%
10,598
20
$3.42M 2.7%
29,401
21
$3.3M 2.6%
28,326
22
$3.16M 2.49%
56,946
23
$2.88M 2.27%
1,891
24
$2.46M 1.94%
18,098
25
$2.3M 1.81%
44,746
1
2