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
$229M
AUM Growth
+$2.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
265
New
Increased
Reduced
Closed

Top Buys

1
+$3.11M
2
+$2.04M
3
+$800K
4
JNK icon
State Street SPDR Bloomberg High Yield Bond ETF
JNK
+$376K
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$254K

Top Sells

1
+$1.12M
2
+$457K
3
+$327K
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$300K
5
PWB icon
Invesco Large Cap Growth ETF
PWB
+$207K

Sector Composition

1 Financials 14.71%
2 Industrials 11.14%
3 Energy 10.93%
4 Healthcare 8.24%
5 Technology 8.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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