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
1
$8.16M 6.19%
189,975
2
$8.14M 6.17%
71,927
3
$7.92M 6.01%
82,756
4
$7.64M 5.8%
117,557
5
$7.52M 5.71%
1,514
6
$5.96M 4.52%
53,401
7
$5.68M 4.31%
20,586
+1,202
8
$5.56M 4.22%
31,173
9
$4.64M 3.52%
15,457
10
$4.59M 3.49%
63,298
11
$4.58M 3.47%
105,000
12
$4.48M 3.4%
23,537
13
$4.33M 3.28%
36,898
14
$4.13M 3.13%
22,000
15
$4.09M 3.1%
6
-3,484
16
$3.98M 3.02%
281,853
+3,000
17
$3.98M 3.02%
110,562
18
$3.92M 2.98%
64,771
+12,126
19
$3.84M 2.91%
100,106
+10,000
20
$3.57M 2.71%
18,098
21
$3.54M 2.69%
43,301
22
$3.38M 2.57%
52,292
-4,654
23
$3.26M 2.48%
1,891
24
$3.21M 2.43%
35,860
+2,224
25
$2.21M 1.67%
60,781
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