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
551
$444K 0.01%
4,480
+922
552
$442K 0.01%
9,465
-3,328
553
$439K 0.01%
102,237
-5,775
554
$436K 0.01%
3,600
+54
555
$435K 0.01%
+7,486
556
$435K 0.01%
12,527
+758
557
$431K 0.01%
11,090
-22,883
558
$429K 0.01%
9,883
-586
559
$428K 0.01%
39,959
+452
560
$427K 0.01%
9,181
+489
561
$427K 0.01%
14,216
+6,790
562
$425K 0.01%
+34,050
563
$421K 0.01%
10,353
+2,146
564
$420K 0.01%
16,147
-1,479
565
$419K 0.01%
4,865
+204
566
$419K 0.01%
3,526
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567
$417K 0.01%
1,520
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568
$411K 0.01%
125,040
-7,505
569
$409K 0.01%
+6,979
570
$408K 0.01%
4,440
+415
571
$407K 0.01%
8,369
+609
572
$406K 0.01%
3,587
+215
573
$405K 0.01%
2,925
-159
574
$405K 0.01%
14,715
+92
575
$403K 0.01%
5,583
+317
21 22
23
24 25