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
$2.8B
AUM Growth
+$208M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
773
New
Increased
Reduced
Closed

Top Buys

1
+$20.2M
2
+$18.6M
3
+$14.1M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$8.34M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$7.52M

Top Sells

1
+$3.8M
2
+$2.62M
3
+$2.16M
4
VFC icon
VF Corp
VFC
+$2.06M
5
KHC icon
Kraft Heinz
KHC
+$2M

Sector Composition

1 Healthcare 5.01%
2 Technology 4.7%
3 Financials 4.08%
4 Consumer Discretionary 2.86%
5 Industrials 2.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$250K 0.01%
11,254
+612
627
$250K 0.01%
1,550
-336
628
$249K 0.01%
29,122
+10,134
629
$249K 0.01%
1,393
-2,046
630
$248K 0.01%
2,824
+486
631
$246K 0.01%
6,276
+233
632
$243K 0.01%
1,747
+337
633
$242K 0.01%
+4,900
634
$241K 0.01%
6,852
-7,835
635
$241K 0.01%
+4,794
636
$241K 0.01%
6,996
+1,091
637
$238K 0.01%
+8,324
638
$238K 0.01%
6,591
-1,874
639
$237K 0.01%
+2,795
640
$236K 0.01%
3,334
+109
641
$234K 0.01%
+8,740
642
$231K 0.01%
+2,542
643
$231K 0.01%
+1,656
644
$231K 0.01%
13,147
-3,803
645
$231K 0.01%
+4,512
646
$228K 0.01%
3,593
-137
647
$228K 0.01%
+6,138
648
$228K 0.01%
1,201
+245
649
$227K 0.01%
11,180
+858
650
$223K 0.01%
+3,731
24 25
26
27 28