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
$345M
AUM Growth
+$8.45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
324
New
Increased
Reduced
Closed

Top Buys

1
+$3.4M
2
+$1.99M
3
+$1.16M
4
KLAC icon
KLA
KLAC
+$1.02M
5
MSFT icon
Microsoft
MSFT
+$923K

Top Sells

1
+$8.97M
2
+$3.11M
3
+$2.24M
4
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$1.31M
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$1.25M

Sector Composition

1 Financials 10.83%
2 Healthcare 9.23%
3 Technology 9.03%
4 Communication Services 6.96%
5 Consumer Discretionary 6.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$12K ﹤0.01%
+15
227
$12K ﹤0.01%
476
228
$12K ﹤0.01%
257
229
$12K ﹤0.01%
175
+160
230
$12K ﹤0.01%
587
231
$12K ﹤0.01%
+270
232
$12K ﹤0.01%
486
+386
233
$12K ﹤0.01%
740
234
$12K ﹤0.01%
350
235
$11K ﹤0.01%
+100
236
$11K ﹤0.01%
132
-840
237
$11K ﹤0.01%
+300
238
$10K ﹤0.01%
+92
239
$10K ﹤0.01%
161
240
$9K ﹤0.01%
+120
241
$9K ﹤0.01%
60
242
$9K ﹤0.01%
67
243
$9K ﹤0.01%
+160
244
$9K ﹤0.01%
+162
245
$9K ﹤0.01%
+133
246
$9K ﹤0.01%
179
-280
247
$9K ﹤0.01%
+370
248
$8K ﹤0.01%
77
249
$8K ﹤0.01%
124
+68
250
$8K ﹤0.01%
50
8 9
10
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