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
1
$9.55M 6.98%
71,927
+1,950
2
$7.84M 5.73%
82,756
3
$7.45M 5.44%
189,975
4
$6.72M 4.91%
19,384
5
$6.38M 4.66%
1,514
6
$6.28M 4.59%
15,457
7
$5.86M 4.29%
117,557
8
$5.66M 4.13%
53,401
9
$5.31M 3.88%
63,298
10
$4.78M 3.5%
24,093
11
$4.74M 3.47%
+105,000
12
$4.67M 3.41%
31,173
13
$4.54M 3.32%
22,000
14
$4.43M 3.24%
36,898
+300
15
$4.15M 3.03%
6
-3,484
16
$3.99M 2.91%
33,636
+2,000
17
$3.96M 2.9%
52,645
18
$3.94M 2.88%
23,537
+12,939
19
$3.93M 2.88%
110,562
20
$3.88M 2.84%
278,853
+128,073
21
$3.78M 2.76%
90,106
+23,040
22
$3.55M 2.6%
56,946
23
$3.35M 2.45%
43,301
24
$3.14M 2.3%
18,098
25
$2.97M 2.17%
1,891
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