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
51
$2.84M 0.76%
73,195
+2,165
52
$2.67M 0.72%
64,917
+11,995
53
$2.57M 0.69%
64,053
+2,938
54
$2.53M 0.68%
8,596
-1,334
55
$2.46M 0.66%
31,473
-440
56
$2.42M 0.65%
50,582
-3,250
57
$2.35M 0.63%
13,123
+442
58
$2.26M 0.61%
56,820
+2,959
59
$2.24M 0.6%
25,869
+535
60
$2.24M 0.6%
49,023
+2,741
61
$2.23M 0.6%
16,575
+1,712
62
$2.22M 0.6%
20,342
-746
63
$2.21M 0.6%
128,734
+4,817
64
$2.21M 0.6%
13,094
-165
65
$2.19M 0.59%
25,629
-362
66
$2.18M 0.59%
25,955
+395
67
$2.16M 0.58%
37,981
-873
68
$2.06M 0.55%
62,076
+6,113
69
$2.03M 0.55%
13,907
+1,254
70
$2M 0.54%
38,068
-940
71
$1.9M 0.51%
13,106
+3,112
72
$1.81M 0.49%
118,140
-12,270
73
$1.77M 0.47%
13,772
+126
74
$1.7M 0.46%
30,898
+310
75
$1.51M 0.41%
11,382
-27
1 2
3
4 5