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
51
$3.68M 0.69%
174,814
+38,752
52
$3.66M 0.69%
29,406
+1,351
53
$3.47M 0.65%
46,137
-390
54
$3.42M 0.64%
17,561
-564
55
$3.33M 0.62%
39,194
-130
56
$3.31M 0.62%
16,907
+2,814
57
$3.23M 0.61%
109,044
-3,177
58
$3.15M 0.59%
38,108
+1,999
59
$3.02M 0.57%
21,813
+193
60
$3.02M 0.57%
12,530
-337
61
$3.02M 0.57%
73,281
-930
62
$2.98M 0.56%
12,072
-43
63
$2.97M 0.56%
51,686
-443
64
$2.91M 0.55%
139,274
+30,540
65
$2.86M 0.54%
36,151
-400
66
$2.77M 0.52%
8,220
-110
67
$2.73M 0.51%
6,194
+2
68
$2.71M 0.51%
48,835
+1,636
69
$2.6M 0.49%
108,674
-11,207
70
$2.56M 0.48%
20,034
+2,281
71
$2.49M 0.47%
46,836
-290
72
$2.48M 0.47%
27,658
+5,173
73
$2.44M 0.46%
10,740
-311
74
$2.44M 0.46%
5,373
-117
75
$2.41M 0.45%
19,891
-2,546
1 2
3
4 5