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
$483M
AUM Growth
+$34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$1.24M
2
+$926K
3
+$908K
4
BSCT icon
Invesco BulletShares 2029 Corporate Bond ETF
BSCT
+$875K
5
AMZN icon
Amazon
AMZN
+$860K

Top Sells

1
+$2.51M
2
+$2.3M
3
+$751K
4
AMAT icon
Applied Materials
AMAT
+$532K
5
SYK icon
Stryker
SYK
+$258K

Sector Composition

1 Technology 13.68%
2 Healthcare 9.5%
3 Financials 9.34%
4 Consumer Discretionary 6.13%
5 Industrials 6.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.1M 1.26%
23,345
+388
27
$5.91M 1.22%
35,929
-490
28
$5.9M 1.22%
23,720
-593
29
$5.82M 1.2%
233,444
-3,344
30
$5.52M 1.14%
11,033
+393
31
$5.43M 1.13%
140,475
-3,590
32
$5.33M 1.1%
19,064
+791
33
$5.13M 1.06%
37,881
-200
34
$5.09M 1.05%
41,670
-1,523
35
$5.04M 1.04%
68,551
+3,034
36
$4.98M 1.03%
23,539
+303
37
$4.86M 1.01%
76,949
+5,637
38
$4.57M 0.95%
45,001
+763
39
$4.55M 0.94%
28,232
+1,305
40
$4.39M 0.91%
31,030
-16
41
$4.38M 0.91%
74,219
-843
42
$4.28M 0.89%
19,732
-115
43
$4.22M 0.87%
35,738
-180
44
$4.1M 0.85%
13,877
+661
45
$3.96M 0.82%
36,290
+2,513
46
$3.75M 0.78%
7,886
+916
47
$3.59M 0.74%
99,099
+9,096
48
$3.59M 0.74%
46,403
+970
49
$3.56M 0.74%
27,411
+2,461
50
$3.56M 0.74%
45,908
-1,460
1
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