ECM
Exchange Capital Management Portfolio holdings
AUM
$670M
1-Year Return
14.6%
This Quarter Return
+2.93%
1 Year Return
+14.6%
3 Year Return
+57.79%
5 Year Return
+93.67%
10 Year Return
+232.97%
AUM
$218M
AUM Growth
+$12.5M
(+6.1%)
Cap. Flow
+$8.35M
Cap. Flow
% of AUM
3.83%
Top 10 Holdings %
Top 10 Hldgs %
27.6%
Holding
270
New
38
Increased
84
Reduced
29
Closed
34
Top Buys
| 1 |
Cheniere Energy
LNG
|
$5.62M |
| 2 |
D.R. Horton
DHI
|
$3.29M |
| 3 |
Amazon
AMZN
|
$2.83M |
| 4 |
SPDR Bloomberg High Yield Bond ETF
JNK
|
$2.05M |
| 5 |
Ford
F
|
$1.74M |
Top Sells
| 1 |
Verizon
VZ
|
$3.5M |
| 2 |
SE
Spectra Energy Corp Wi
SE
|
$3.13M |
| 3 |
eBay
EBAY
|
$2.78M |
| 4 |
iShares TIPS Bond ETF
TIP
|
$2.41M |
| 5 |
Oracle
ORCL
|
$587K |
Sector Composition
| 1 | Financials | 14.73% |
| 2 | Industrials | 11.96% |
| 3 | Energy | 11.03% |
| 4 | Healthcare | 8.14% |
| 5 | Consumer Discretionary | 7.86% |
