ECM

Ensemble Capital Management Portfolio holdings

AUM $1.18B
1-Year Est. Return 41.81%
This Quarter Est. Return
1 Year Est. Return
+41.81%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.04B
AUM Growth
+$69.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1 +$22.9M
2 +$13.8M
3 +$12.1M
4
NOW icon
ServiceNow
NOW
+$8.28M
5
HD icon
Home Depot
HD
+$5.6M

Top Sells

1 +$24.3M
2 +$17M
3 +$11.7M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$10.4M
5
MASI icon
Masimo
MASI
+$8.85M

Sector Composition

1 Consumer Discretionary 34.19%
2 Technology 17.27%
3 Communication Services 16.42%
4 Financials 13.94%
5 Healthcare 9.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-9,530