ECM
Exchange Capital Management Portfolio holdings
AUM
$670M
This Quarter Return
+2.81%
1 Year Return
+14.6%
3 Year Return
+57.79%
5 Year Return
+93.67%
10 Year Return
+232.97%
AUM
$180M
AUM Growth
–
Cap. Flow
+$180M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
24.43%
Holding
190
New
190
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
SPDR Bloomberg High Yield Bond ETF
JNK
|
$6.13M |
| 2 |
iShares TIPS Bond ETF
TIP
|
$5.51M |
| 3 |
Visa
V
|
$4.84M |
| 4 |
Oceaneering
OII
|
$4.21M |
| 5 |
Walt Disney
DIS
|
$4.04M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 14.6% |
| 2 | Industrials | 11.19% |
| 3 | Energy | 8.6% |
| 4 | Healthcare | 8.31% |
| 5 | Technology | 8.07% |
