ECM
Exchange Capital Management Portfolio holdings
AUM
$670M
1-Year Return
14.6%
This Quarter Return
+5.19%
1 Year Return
+14.6%
3 Year Return
+57.79%
5 Year Return
+93.67%
10 Year Return
+232.97%
AUM
$239M
AUM Growth
+$9.6M
(+4.2%)
Cap. Flow
+$1.54M
Cap. Flow
% of AUM
0.64%
Top 10 Holdings %
Top 10 Hldgs %
27.31%
Holding
413
New
174
Increased
93
Reduced
50
Closed
37
Top Buys
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$2.74M |
| 2 |
APA Corp
APA
|
$2.58M |
| 3 |
CBI
Chicago Bridge & Iron Nv
CBI
|
$2.07M |
| 4 |
SPDR S&P MidCap 400 ETF Trust
MDY
|
$2.03M |
| 5 |
Invesco Large Cap Growth ETF
PWB
|
$1.37M |
Sector Composition
| 1 | Financials | 15.81% |
| 2 | Industrials | 10.74% |
| 3 | Healthcare | 8.93% |
| 4 | Energy | 8.67% |
| 5 | Consumer Discretionary | 8.06% |
