ECM

Ensemble Capital Management Portfolio holdings

AUM $1.18B
1-Year Est. Return 41.81%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+41.81%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$966M
AUM Growth
+$1.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1 +$16.6M
2 +$9.48M
3 +$3.92M
4
FAF icon
First American
FAF
+$3.57M
5
MASI icon
Masimo
MASI
+$3.23M

Top Sells

1 +$75M
2 +$30.5M
3 +$20.1M
4
NKE icon
Nike
NKE
+$7.14M
5
NVR icon
NVR
NVR
+$6.37M

Sector Composition

1 Consumer Discretionary 35.11%
2 Communication Services 16.89%
3 Technology 13.87%
4 Financials 13.46%
5 Healthcare 12.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-15,218
27
-615,318