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
201
$1.76M 0.05%
344,504
+49,002
202
$1.76M 0.05%
16,318
+923
203
$1.75M 0.05%
30,806
-1,953
204
$1.75M 0.05%
36,802
+5,754
205
$1.74M 0.05%
35,203
-2,895
206
$1.74M 0.05%
60,576
-8,586
207
$1.73M 0.05%
49,143
-622
208
$1.73M 0.05%
79,367
+16,452
209
$1.72M 0.05%
21,049
+902
210
$1.72M 0.05%
5,587
+114
211
$1.7M 0.05%
55,075
-2,142
212
$1.69M 0.05%
13,615
-172
213
$1.69M 0.05%
101,096
+4,885
214
$1.65M 0.05%
27,559
-1,082
215
$1.64M 0.05%
29,408
+1,621
216
$1.64M 0.05%
36,409
-18,174
217
$1.63M 0.05%
11,036
+9,783
218
$1.61M 0.05%
39,570
+3,472
219
$1.6M 0.05%
9,210
+279
220
$1.6M 0.05%
47,983
-6,600
221
$1.6M 0.05%
19,573
-519
222
$1.6M 0.05%
23,981
-206
223
$1.6M 0.05%
11,200
-1,594
224
$1.59M 0.05%
268,240
+66,840
225
$1.59M 0.05%
25,758
+1,072
7 8
9
10 11