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
$372M
AUM Growth
+$15.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
138
New
Increased
Reduced
Closed

Top Buys

1
+$1.36M
2
+$1.12M
3
+$981K
4
EMR icon
Emerson Electric
EMR
+$930K
5
AGN
Allergan plc
AGN
+$649K

Top Sells

1
+$2.44M
2
+$1.21M
3
+$901K
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$886K
5
AAPL icon
Apple
AAPL
+$591K

Sector Composition

1 Technology 12.81%
2 Healthcare 9.53%
3 Financials 8.16%
4 Consumer Discretionary 5.95%
5 Communication Services 5.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.44M 0.39%
122,664
+3,822
77
$1.39M 0.37%
54,566
+4,192
78
$1.39M 0.37%
9,311
+311
79
$1.38M 0.37%
55,201
+3,651
80
$1.36M 0.37%
4,659
-80
81
$1.33M 0.36%
52,490
+2,013
82
$1.3M 0.35%
23,832
-4,122
83
$1.29M 0.35%
51,085
+4,160
84
$1.2M 0.32%
4,551
-3,408
85
$1.19M 0.32%
34,227
+1,654
86
$1.19M 0.32%
9,543
-101
87
$1.18M 0.32%
6,099
-310
88
$1.17M 0.32%
45,759
+3,010
89
$1.14M 0.31%
44,638
+2,362
90
$1.02M 0.27%
11,051
-272
91
$973K 0.26%
26,421
-4,116
92
$952K 0.26%
29,023
+1,438
93
$943K 0.25%
12,180
+30
94
$923K 0.25%
35,237
-150
95
$919K 0.25%
36,952
-7,982
96
$890K 0.24%
8,822
-265
97
$871K 0.23%
5,805
-163
98
$856K 0.23%
12,230
-260
99
$854K 0.23%
17,030
-10,640
100
$825K 0.22%
32,924
-1,981
2 3
4
5 6