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
$289M
AUM Growth
+$8.12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1 +$5.95M
2 +$3.83M
3 +$3.46M
4
BR icon
Broadridge
BR
+$2.85M
5
SCHW icon
Charles Schwab
SCHW
+$2.2M

Top Sells

1 +$2.22M
2 +$1.3M
3 +$1.14M
4
AAPL icon
Apple
AAPL
+$1.14M
5
SMG icon
ScottsMiracle-Gro
SMG
+$1.1M

Sector Composition

1 Technology 25.4%
2 Financials 16.91%
3 Energy 11.32%
4 Industrials 8.28%
5 Consumer Staples 6.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$217K 0.08%
2,300
-600
52
$216K 0.07%
+13,950