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
51
$2.37M 0.71%
30,873
+542
52
$2.27M 0.67%
32,765
+9,300
53
$2.21M 0.66%
43,971
-3,614
54
$2.16M 0.64%
16,183
+4,235
55
$2.15M 0.64%
171,960
-19,695
56
$2.13M 0.63%
13,416
+597
57
$2.12M 0.63%
10,162
-530
58
$2.08M 0.62%
14,648
+570
59
$1.95M 0.58%
45,619
+6,599
60
$1.94M 0.58%
38,697
+4,976
61
$1.88M 0.56%
17,181
-949
62
$1.87M 0.55%
31,254
-1,237
63
$1.8M 0.53%
37,500
+18,720
64
$1.8M 0.53%
10,601
+576
65
$1.79M 0.53%
43,356
+8,153
66
$1.79M 0.53%
40,647
-587
67
$1.79M 0.53%
45,605
+6,947
68
$1.77M 0.53%
83,298
+1,392
69
$1.76M 0.52%
45,250
+500
70
$1.64M 0.49%
9,982
-930
71
$1.63M 0.48%
6,001
-678
72
$1.55M 0.46%
21,630
-949
73
$1.52M 0.45%
10,807
-1,703
74
$1.41M 0.42%
37,880
+5,952
75
$1.26M 0.37%
40,256
+5,326
1 2
3
4 5