ECM
ETrade Capital Management Portfolio holdings
AUM
$5.37B
1-Year Return
10.85%
This Quarter Return
+5.47%
1 Year Return
+10.85%
3 Year Return
+26.29%
5 Year Return
+59.04%
10 Year Return
–
AUM
$1.27B
AUM Growth
+$179M
(+16%)
Cap. Flow
+$123M
Cap. Flow
% of AUM
9.71%
Top 10 Holdings %
Top 10 Hldgs %
55.78%
Holding
968
New
39
Increased
522
Reduced
216
Closed
133
Top Buys
| 1 |
iShares Core US Aggregate Bond ETF
AGG
|
+$9.08M |
| 2 |
Vanguard FTSE All-World ex-US ETF
VEU
|
+$7.61M |
| 3 |
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
|
+$7.46M |
| 4 |
iShares Russell 1000 Growth ETF
IWF
|
+$6.42M |
| 5 |
iShares Russell 1000 Value ETF
IWD
|
+$6.23M |
Top Sells
| 1 |
3D Systems Corporation
DDD
|
+$2.17M |
| 2 |
Vanguard Short-Term Bond ETF
BSV
|
+$1.57M |
| 3 |
iShares TIPS Bond ETF
TIP
|
+$1.54M |
| 4 |
EPAY
Bottomline Technologies Inc
EPAY
|
+$1.37M |
| 5 |
Yum! Brands
YUM
|
+$1.34M |
Sector Composition
| 1 | Healthcare | 3.64% |
| 2 | Financials | 3.31% |
| 3 | Technology | 3.15% |
| 4 | Energy | 2.67% |
| 5 | Industrials | 2.57% |
