ECM

ETrade Capital Management Portfolio holdings

AUM $5.37B
1-Year Est. Return 10.85%
This Quarter Est. Return
1 Year Est. Return
+10.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.25B
AUM Growth
+$140M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
836
New
Increased
Reduced
Closed

Top Buys

1
+$13.2M
2
+$12.1M
3
+$7.28M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$7.07M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$6.67M

Top Sells

1
+$4.08M
2
+$3.14M
3
+$2.6M
4
ABBV icon
AbbVie
ABBV
+$2.48M
5
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$2.33M

Sector Composition

1 Technology 5.24%
2 Healthcare 4.66%
3 Financials 4.48%
4 Consumer Discretionary 2.99%
5 Industrials 2.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$744K 0.02%
8,662
-2,907
427
$743K 0.02%
4,374
-70
428
$743K 0.02%
9,733
+1,123
429
$732K 0.02%
14,812
+892
430
$731K 0.02%
140,866
+31,169
431
$731K 0.02%
12,634
+2,650
432
$728K 0.02%
1,694
-127
433
$728K 0.02%
90,720
+32,438
434
$727K 0.02%
3,778
-1,351
435
$722K 0.02%
5,120
-2,992
436
$722K 0.02%
6,169
+572
437
$717K 0.02%
39,717
+2,167
438
$711K 0.02%
13,417
-142
439
$704K 0.02%
18,105
+496
440
$702K 0.02%
23,998
-2,019
441
$701K 0.02%
9,378
+5,842
442
$701K 0.02%
3,043
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443
$698K 0.02%
3,337
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444
$698K 0.02%
34,300
-734
445
$695K 0.02%
105,965
+5,749
446
$693K 0.02%
342
+103
447
$684K 0.02%
5,480
+296
448
$683K 0.02%
29,214
+3,618
449
$680K 0.02%
+12,929
450
$678K 0.02%
4,848
+268
16 17
18
19 20