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
$336M
AUM Growth
+$18.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
280
New
Increased
Reduced
Closed

Top Buys

1
+$1.21M
2
+$1.02M
3
+$898K
4
DDWM icon
WisdomTree Dynamic International Equity Fund
DDWM
+$777K
5
KLAC icon
KLA
KLAC
+$702K

Top Sells

1
+$1.77M
2
+$1.37M
3
+$931K
4
APTV icon
Aptiv
APTV
+$917K
5
V icon
Visa
V
+$840K

Sector Composition

1 Financials 10.74%
2 Healthcare 9.41%
3 Technology 7.41%
4 Communication Services 6.76%
5 Consumer Discretionary 6.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.25M 0.37%
9,908
+2,920
77
$1.22M 0.36%
23,660
-1,362
78
$1.22M 0.36%
35,309
+9,563
79
$1.2M 0.36%
42,165
+11,967
80
$1.17M 0.35%
7,085
+588
81
$1.12M 0.33%
10,907
+6,849
82
$1.11M 0.33%
8,159
+576
83
$1.03M 0.31%
41,484
+2,810
84
$1.01M 0.3%
7,517
+586
85
$973K 0.29%
11,902
-435
86
$952K 0.28%
39,200
+2,410
87
$949K 0.28%
10,691
+6,794
88
$947K 0.28%
39,357
+2,343
89
$945K 0.28%
37,746
+1,840
90
$937K 0.28%
38,452
+2,495
91
$915K 0.27%
38,219
+2,515
92
$913K 0.27%
39,167
+1,995
93
$912K 0.27%
37,488
+4,395
94
$899K 0.27%
26,260
+439
95
$869K 0.26%
10,763
-2,225
96
$866K 0.26%
18,250
97
$842K 0.25%
12,586
+3,417
98
$811K 0.24%
33,066
-285
99
$790K 0.23%
23,451
-76
100
$747K 0.22%
8,794
+2,703
2 3
4
5 6