ECM
ETrade Capital Management Portfolio holdings
AUM
$5.37B
1-Year Return
10.85%
This Quarter Return
-1.77%
1 Year Return
+10.85%
3 Year Return
+26.29%
5 Year Return
+59.04%
10 Year Return
–
AUM
$1.54B
AUM Growth
+$30.6M
(+2%)
Cap. Flow
+$63.5M
Cap. Flow
% of AUM
4.14%
Top 10 Holdings %
Top 10 Hldgs %
56.58%
Holding
463
New
36
Increased
275
Reduced
121
Closed
31
Top Buys
| 1 |
iShares Core US Aggregate Bond ETF
AGG
|
$19M |
| 2 |
iShares MBS ETF
MBB
|
$10.4M |
| 3 |
iShares Russell 1000 Value ETF
IWD
|
$7.92M |
| 4 |
iShares Russell 1000 Growth ETF
IWF
|
$7.74M |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
$6.77M |
Top Sells
Sector Composition
| 1 | Healthcare | 4.12% |
| 2 | Technology | 3.74% |
| 3 | Financials | 3.36% |
| 4 | Industrials | 3.1% |
| 5 | Energy | 2.65% |