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
$245M
AUM Growth
-$351K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$3.59M
2
+$2M
3
+$827K
4
SJNK icon
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
+$440K
5
AAPL icon
Apple
AAPL
+$417K

Top Sells

1
+$2.36M
2
+$1.18M
3
+$905K
4
AXP icon
American Express
AXP
+$790K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$544K

Sector Composition

1 Financials 16.45%
2 Healthcare 12.3%
3 Industrials 9.33%
4 Consumer Discretionary 8.01%
5 Energy 6.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$352K 0.14%
3,526
+481
77
$351K 0.14%
7,268
-7,570
78
$340K 0.14%
4,180
+1,015
79
$330K 0.13%
+2,593
80
$323K 0.13%
1,735
81
$293K 0.12%
7,466
+2,565
82
$258K 0.11%
10,820
-2,000
83
$249K 0.1%
2,248
-40
84
$238K 0.1%
2,098
85
$234K 0.1%
4,740
-210
86
$228K 0.09%
+4,201
87
$216K 0.09%
+6,796
88
– –
-2,760
89
– –
-5,500
1 2 3
4