ECM
ETrade Capital Management Portfolio holdings
AUM
$5.37B
1-Year Return
10.85%
This Quarter Return
+3.42%
1 Year Return
+10.85%
3 Year Return
+26.29%
5 Year Return
+59.04%
10 Year Return
–
AUM
$1.5B
AUM Growth
+$104M
(+7.4%)
Cap. Flow
+$58.9M
Cap. Flow
% of AUM
3.92%
Top 10 Holdings %
Top 10 Hldgs %
56.02%
Holding
847
New
20
Increased
332
Reduced
75
Closed
420
Top Buys
| 1 |
iShares Russell 1000 Growth ETF
IWF
|
$13M |
| 2 |
iShares Russell 1000 Value ETF
IWD
|
$12.9M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
$9.19M |
| 4 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$5.54M |
| 5 |
Vanguard FTSE All-World ex-US ETF
VEU
|
$4.31M |
Top Sells
Sector Composition
| 1 | Healthcare | 3.87% |
| 2 | Technology | 3.78% |
| 3 | Financials | 3.29% |
| 4 | Industrials | 2.92% |
| 5 | Energy | 2.85% |