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
$336M
AUM Growth
+$18.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
280
New
Increased
Reduced
Closed

Top Buys

1
+$1.21M
2
+$1.02M
3
+$898K
4
DDWM icon
WisdomTree Dynamic International Equity Fund
DDWM
+$777K
5
KLAC icon
KLA
KLAC
+$702K

Top Sells

1
+$1.77M
2
+$1.37M
3
+$931K
4
APTV icon
Aptiv
APTV
+$917K
5
V icon
Visa
V
+$840K

Sector Composition

1 Financials 10.74%
2 Healthcare 9.41%
3 Technology 7.41%
4 Communication Services 6.76%
5 Consumer Discretionary 6.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.07M 1.21%
24,383
+1,390
27
$4.02M 1.19%
25,631
+77
28
$3.98M 1.18%
36,542
-1,743
29
$3.88M 1.15%
60,276
+3,723
30
$3.8M 1.13%
45,941
+2,863
31
$3.79M 1.13%
76,458
-1,931
32
$3.79M 1.13%
115,412
+3,045
33
$3.11M 0.92%
47,610
+2,035
34
$3.06M 0.91%
18,735
+488
35
$3.06M 0.91%
37,613
+498
36
$3.05M 0.91%
55,162
+8,615
37
$2.99M 0.89%
60,213
-2,027
38
$2.95M 0.88%
26,577
-898
39
$2.91M 0.87%
22,150
+94
40
$2.84M 0.84%
42,052
+869
41
$2.76M 0.82%
12,512
-72
42
$2.72M 0.81%
20,698
+918
43
$2.7M 0.8%
46,612
-4,528
44
$2.64M 0.78%
38,001
-587
45
$2.56M 0.76%
24,104
+477
46
$2.54M 0.76%
48,461
+19,393
47
$2.54M 0.75%
37,186
+5,257
48
$2.46M 0.73%
9,017
-235
49
$2.45M 0.73%
21,122
-224
50
$2.43M 0.72%
36,946
+526
1
2
3 4 5