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
$318M
AUM Growth
+$571K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
280
New
Increased
Reduced
Closed

Top Buys

1
+$7.5M
2
+$5.23M
3
+$3.87M
4
CMP icon
Compass Minerals
CMP
+$2.2M
5
XOM icon
Exxon Mobil
XOM
+$2.06M

Top Sells

1
+$3.81M
2
+$2.99M
3
+$2.35M
4
AIG icon
American International
AIG
+$2.15M
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$2.04M

Sector Composition

1 Financials 12.07%
2 Healthcare 9.12%
3 Communication Services 7.01%
4 Technology 6.78%
5 Consumer Discretionary 6.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.87M 1.22%
+22,993
27
$3.84M 1.21%
112,367
+1,126
28
$3.76M 1.18%
41,207
+8,385
29
$3.73M 1.17%
21,834
+584
30
$3.52M 1.11%
56,553
+4,848
31
$3.49M 1.1%
89
-1
32
$3.24M 1.02%
62,240
-679
33
$3.21M 1.01%
43,078
+27,616
34
$3.17M 1%
12,584
-75
35
$2.86M 0.9%
41,183
+16,750
36
$2.8M 0.88%
18,247
-11
37
$2.8M 0.88%
37,115
+253
38
$2.79M 0.88%
22,056
+18
39
$2.67M 0.84%
45,575
+2,538
40
$2.66M 0.84%
51,140
-1,191
41
$2.55M 0.8%
19,780
+1,075
42
$2.55M 0.8%
27,475
-1,290
43
$2.53M 0.8%
23,627
+4,229
44
$2.52M 0.79%
38,588
-3,524
45
$2.46M 0.77%
9,252
-828
46
$2.41M 0.76%
46,547
+10,609
47
$2.39M 0.75%
21,346
+2,180
48
$2.28M 0.72%
47,585
+3,983
49
$2.21M 0.7%
30,331
+5,404
50
$2.2M 0.69%
+36,420
1
2
3 4 5