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
$318M
AUM Growth
+$571K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
280
New
Increased
Reduced
Closed

Top Buys

1
+$7.5M
2
+$5.23M
3
+$3.87M
4
CMP icon
Compass Minerals
CMP
+$2.2M
5
XOM icon
Exxon Mobil
XOM
+$2.06M

Top Sells

1
+$3.81M
2
+$2.99M
3
+$2.35M
4
AIG icon
American International
AIG
+$2.15M
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$2.04M

Sector Composition

1 Financials 12.07%
2 Healthcare 9.12%
3 Communication Services 7.01%
4 Technology 6.78%
5 Consumer Discretionary 6.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.19M 0.37%
6,497
+1,762
77
$1.11M 0.35%
34,930
+10,756
78
$1.05M 0.33%
7,583
+2,610
79
$980K 0.31%
11,533
-140
80
$958K 0.3%
38,674
+5,765
81
$943K 0.3%
6,931
+2,542
82
$931K 0.29%
8,792
+1,091
83
$903K 0.28%
37,014
+6,170
84
$902K 0.28%
12,337
-247
85
$902K 0.28%
18,780
-14,581
86
$901K 0.28%
36,790
+7,165
87
$900K 0.28%
35,906
+5,640
88
$896K 0.28%
30,198
+5,460
89
$880K 0.28%
37,172
+5,020
90
$880K 0.28%
35,957
+6,835
91
$867K 0.27%
35,704
+7,585
92
$867K 0.27%
25,746
+4,666
93
$854K 0.27%
25,821
+9,462
94
$819K 0.26%
18,250
95
$811K 0.25%
33,093
+6,045
96
$797K 0.25%
6,988
+281
97
$775K 0.24%
23,527
+3,362
98
$763K 0.24%
33,351
+5,360
99
$728K 0.23%
8,941
-1,519
100
$727K 0.23%
14,100
-3,000
2 3
4
5 6