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
$389M
AUM Growth
+$9.14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1
+$1.16M
2
+$994K
3
+$896K
4
MCHP icon
Microchip Technology
MCHP
+$727K
5
VHT icon
Vanguard Health Care ETF
VHT
+$331K

Top Sells

1
+$1.35M
2
+$1.29M
3
+$1.24M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$1.21M
5
AAPL icon
Apple
AAPL
+$1.15M

Sector Composition

1 Technology 13.61%
2 Healthcare 10.47%
3 Financials 9.18%
4 Industrials 5.64%
5 Communication Services 5.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.79M 0.72%
67,890
-3,840
52
$2.75M 0.71%
73,925
+559
53
$2.56M 0.66%
42,768
-5,311
54
$2.53M 0.65%
7,821
-732
55
$2.53M 0.65%
13,336
-26
56
$2.53M 0.65%
27,553
-3,753
57
$2.52M 0.65%
56,854
-10,313
58
$2.46M 0.63%
26,181
+305
59
$2.43M 0.63%
29,840
-13,879
60
$2.3M 0.59%
26,202
+760
61
$2.3M 0.59%
24,535
-254
62
$2.21M 0.57%
14,352
-33
63
$2.12M 0.55%
35,799
-2,610
64
$2.05M 0.53%
39,098
+13,888
65
$2.03M 0.52%
48,217
-9,488
66
$2M 0.51%
41,369
-7,922
67
$1.99M 0.51%
11,019
-1,338
68
$1.86M 0.48%
30,505
-738
69
$1.84M 0.47%
13,753
-185
70
$1.79M 0.46%
49,969
-11,226
71
$1.68M 0.43%
31,621
-2,225
72
$1.6M 0.41%
11,203
-104
73
$1.56M 0.4%
9,691
+135
74
$1.47M 0.38%
114,498
-35,736
75
$1.46M 0.37%
19,585
-393
1 2
3
4 5