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
$483M
AUM Growth
+$34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$1.24M
2
+$926K
3
+$908K
4
BSCT icon
Invesco BulletShares 2029 Corporate Bond ETF
BSCT
+$875K
5
AMZN icon
Amazon
AMZN
+$860K

Top Sells

1
+$2.51M
2
+$2.3M
3
+$751K
4
AMAT icon
Applied Materials
AMAT
+$532K
5
SYK icon
Stryker
SYK
+$258K

Sector Composition

1 Technology 13.68%
2 Healthcare 9.5%
3 Financials 9.34%
4 Consumer Discretionary 6.13%
5 Industrials 6.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.99M 0.41%
30,769
+3,570
77
$1.98M 0.41%
17,051
+1,995
78
$1.94M 0.4%
85,850
+40,228
79
$1.9M 0.39%
8,601
-328
80
$1.88M 0.39%
29,297
-3,650
81
$1.87M 0.39%
72,243
+3,851
82
$1.72M 0.36%
12,915
-35
83
$1.7M 0.35%
27,027
+4,820
84
$1.65M 0.34%
12,334
-3,980
85
$1.61M 0.33%
4,351
+1,014
86
$1.51M 0.31%
68,049
+892
87
$1.42M 0.29%
38,455
-700
88
$1.41M 0.29%
19,574
+1,065
89
$1.38M 0.29%
7,245
-560
90
$1.36M 0.28%
22,890
-100
91
$1.35M 0.28%
9,603
+99
92
$1.33M 0.28%
13,540
-131
93
$1.33M 0.28%
18,606
-95
94
$1.31M 0.27%
81,570
-1,320
95
$1.3M 0.27%
31,911
+3,729
96
$1.26M 0.26%
58,484
+11,294
97
$1.26M 0.26%
48,107
-1,112
98
$1.23M 0.26%
45,927
-107
99
$1.23M 0.25%
11,389
+1,560
100
$1.23M 0.25%
55,337
-941
2 3
4
5 6