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
601
$360K 0.01%
28,592
-511
602
$358K 0.01%
1,590
+587
603
$357K 0.01%
6,506
+1
604
$356K 0.01%
+18,405
605
$355K 0.01%
9,093
+906
606
$351K 0.01%
9,227
-4,310
607
$350K 0.01%
3,252
+1,316
608
$349K 0.01%
58,118
+24,011
609
$348K 0.01%
9,982
+491
610
$346K 0.01%
5,370
+309
611
$346K 0.01%
+9,026
612
$346K 0.01%
16,514
+1,276
613
$344K 0.01%
1,872
-470
614
$341K 0.01%
7,380
+712
615
$340K 0.01%
3,600
+857
616
$340K 0.01%
+8,143
617
$336K 0.01%
6,578
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618
$334K 0.01%
+2,088
619
$333K 0.01%
7,916
-2,418
620
$333K 0.01%
7,002
-2,166
621
$332K 0.01%
4,361
-40
622
$332K 0.01%
+5,093
623
$332K 0.01%
+3,259
624
$331K 0.01%
+21,012
625
$331K 0.01%
4,227
+230
23 24
25
26 27