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
$534M
AUM Growth
-$16.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
168
New
Increased
Reduced
Closed

Top Buys

1
+$3.4M
2
+$1.97M
3
+$1.77M
4
AMZN icon
Amazon
AMZN
+$1.43M
5
CRM icon
Salesforce
CRM
+$1.35M

Top Sells

1
+$1.71M
2
+$1.4M
3
+$1.23M
4
ICSH icon
iShares Ultra Short Duration Bond Active ETF
ICSH
+$452K
5
UNP icon
Union Pacific
UNP
+$436K

Sector Composition

1 Technology 13.67%
2 Financials 8.54%
3 Healthcare 8.54%
4 Consumer Discretionary 6.19%
5 Communication Services 5.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.92M 1.11%
33,415
-588
27
$5.89M 1.1%
19,688
-81
28
$5.82M 1.09%
19,056
+2,790
29
$5.78M 1.08%
70,433
+920
30
$5.74M 1.08%
103,355
+761
31
$5.47M 1.02%
74,860
-84
32
$5.34M 1%
225,536
-460
33
$5.2M 0.97%
34,024
-166
34
$5.1M 0.95%
23,987
+1,143
35
$5.04M 0.94%
20,834
-375
36
$4.84M 0.91%
28,911
+98
37
$4.81M 0.9%
21,697
-267
38
$4.74M 0.89%
91,641
-3,048
39
$4.58M 0.86%
48,460
+3,060
40
$4.57M 0.86%
38,093
+2,004
41
$4.44M 0.83%
67,610
-1,500
42
$4.39M 0.82%
32,242
-18
43
$4.29M 0.8%
20,351
+855
44
$4.28M 0.8%
24,510
-9,768
45
$4.26M 0.8%
43,011
-1,385
46
$3.97M 0.74%
20,415
+79
47
$3.83M 0.72%
19,724
-626
48
$3.77M 0.71%
41,469
+4,312
49
$3.76M 0.7%
8,243
+986
50
$3.72M 0.7%
33,521
+27
1
2
3 4 5