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
$247M
AUM Growth
+$14.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
253
New
Increased
Reduced
Closed

Top Buys

1 +$3.36M
2 +$2.94M
3 +$2.29M
4
CASH icon
Pathward Financial
CASH
+$2.28M
5
PG icon
Procter & Gamble
PG
+$2.02M

Top Sells

1 +$3.56M
2 +$3.47M
3 +$1.34M
4
WMT icon
Walmart
WMT
+$695K
5
MBB icon
iShares MBS ETF
MBB
+$632K

Sector Composition

1 Financials 17.37%
2 Healthcare 13.12%
3 Communication Services 8.14%
4 Consumer Discretionary 7.35%
5 Consumer Staples 7.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$0 ﹤0.01%
+1
252
$0 ﹤0.01%
+10
253
$0 ﹤0.01%
+5