ECM

Exchange Capital Management Portfolio holdings

AUM $670M
1-Year Est. Return 14.6%
This Quarter Est. Return
1 Year Est. Return
+14.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$336M
AUM Growth
+$18.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
280
New
Increased
Reduced
Closed

Top Buys

1
+$1.21M
2
+$1.02M
3
+$898K
4
DDWM icon
WisdomTree Dynamic International Equity Fund
DDWM
+$777K
5
KLAC icon
KLA
KLAC
+$702K

Top Sells

1
+$1.77M
2
+$1.37M
3
+$931K
4
APTV icon
Aptiv
APTV
+$917K
5
V icon
Visa
V
+$840K

Sector Composition

1 Financials 10.74%
2 Healthcare 9.41%
3 Technology 7.41%
4 Communication Services 6.76%
5 Consumer Discretionary 6.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$6K ﹤0.01%
37
227
$5K ﹤0.01%
43
228
$5K ﹤0.01%
40
229
$5K ﹤0.01%
345
230
$5K ﹤0.01%
190
231
$5K ﹤0.01%
167
232
$4K ﹤0.01%
75
-1,595
233
$4K ﹤0.01%
+68
234
$4K ﹤0.01%
42
235
$4K ﹤0.01%
26
236
$4K ﹤0.01%
100
237
$4K ﹤0.01%
180
238
$4K ﹤0.01%
137
+12
239
$4K ﹤0.01%
56
240
$4K ﹤0.01%
33
241
$3K ﹤0.01%
43
242
$3K ﹤0.01%
+200
243
$2K ﹤0.01%
21
244
$2K ﹤0.01%
24
245
$2K ﹤0.01%
96
+12
246
$2K ﹤0.01%
10
247
$2K ﹤0.01%
+100
248
$2K ﹤0.01%
+100
249
$1K ﹤0.01%
15
250
$1K ﹤0.01%
+7
8 9
10
11 12