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
$372M
AUM Growth
+$15.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
138
New
Increased
Reduced
Closed

Top Buys

1
+$1.36M
2
+$1.12M
3
+$981K
4
EMR icon
Emerson Electric
EMR
+$930K
5
AGN
Allergan plc
AGN
+$649K

Top Sells

1
+$2.44M
2
+$1.21M
3
+$901K
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$886K
5
AAPL icon
Apple
AAPL
+$591K

Sector Composition

1 Technology 12.81%
2 Healthcare 9.53%
3 Financials 8.16%
4 Consumer Discretionary 5.95%
5 Communication Services 5.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.7M 1.26%
22,612
-852
27
$4.39M 1.18%
28,911
+48
28
$4.38M 1.18%
33,376
-621
29
$4.25M 1.14%
73,409
+4,014
30
$4.21M 1.13%
35,585
+1,720
31
$4.2M 1.13%
81,549
+21,850
32
$4.18M 1.12%
41,230
+1,375
33
$4.15M 1.12%
92,250
+10,024
34
$4.05M 1.09%
41,593
+13,924
35
$4.02M 1.08%
47,315
+1,164
36
$4.01M 1.08%
50,088
+879
37
$3.93M 1.06%
22,569
+2,207
38
$3.9M 1.05%
50,838
-1,455
39
$3.89M 1.04%
33,994
+2,278
40
$3.85M 1.04%
57,768
+13,938
41
$3.72M 1%
20,125
-143
42
$3.69M 0.99%
13,424
+525
43
$3.55M 0.96%
12,058
+2
44
$3.47M 0.93%
31,174
+1,746
45
$3.23M 0.87%
19,957
+724
46
$3.19M 0.86%
18,276
+5,619
47
$3.14M 0.84%
40,583
+2
48
$3M 0.81%
34,287
-1,045
49
$2.98M 0.8%
43,151
+1,770
50
$2.94M 0.79%
17,536
+3,878
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