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
$227M
AUM Growth
+$8.62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
258
New
Increased
Reduced
Closed

Top Buys

1 +$2.85M
2 +$1.12M
3 +$327K
4
DNOW icon
DNOW Inc
DNOW
+$296K
5
JNK icon
SPDR Bloomberg High Yield Bond ETF
JNK
+$251K

Top Sells

1 +$2.28M
2 +$1.23M
3 +$264K
4
NOV icon
NOV
NOV
+$207K
5
DIS icon
Walt Disney
DIS
+$191K

Sector Composition

1 Financials 14.62%
2 Industrials 11.85%
3 Energy 11.73%
4 Consumer Discretionary 8.26%
5 Healthcare 7.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
-1,000
252
-4
253
-220
254
0
255
$0 ﹤0.01%
140
256
-2,000
257
-100
258
-136