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
51
$2.15M 0.68%
31,929
+4,133
52
$2.05M 0.65%
191,655
-4,680
53
$2.02M 0.63%
10,692
-76
54
$1.98M 0.62%
32,491
-1,082
55
$1.97M 0.62%
12,819
+2,379
56
$1.89M 0.59%
14,078
+656
57
$1.89M 0.59%
41,234
-1,694
58
$1.84M 0.58%
18,130
-6,469
59
$1.76M 0.55%
10,912
-1,274
60
$1.76M 0.55%
6,679
-167
61
$1.7M 0.54%
33,721
+4,101
62
$1.7M 0.53%
29,068
+21,790
63
$1.7M 0.53%
12,510
-878
64
$1.68M 0.53%
11,948
+2,274
65
$1.68M 0.53%
44,750
-20,685
66
$1.68M 0.53%
22,579
-6,215
67
$1.6M 0.5%
+23,465
68
$1.59M 0.5%
10,025
+2,804
69
$1.56M 0.49%
38,658
+2,723
70
$1.55M 0.49%
39,020
+6,095
71
$1.53M 0.48%
81,906
+14,308
72
$1.4M 0.44%
35,203
+13,253
73
$1.32M 0.41%
25,022
-6,765
74
$1.29M 0.41%
12,988
-1,744
75
$1.21M 0.38%
31,928
+9,233
1 2
3
4 5