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
101
$791K 0.21%
20,147
+766
102
$785K 0.21%
6,940
-335
103
$742K 0.2%
14,484
-188
104
$692K 0.19%
27,131
-1,460
105
$680K 0.18%
3,388
-15
106
$678K 0.18%
9,904
+360
107
$636K 0.17%
18,250
108
$624K 0.17%
6,732
-16
109
$590K 0.16%
23,306
110
$564K 0.15%
4,734
-337
111
$509K 0.14%
4,017
-108
112
$505K 0.14%
10,312
-310
113
$465K 0.13%
1,277
-37
114
$456K 0.12%
18,032
-336
115
$423K 0.11%
87
116
$402K 0.11%
7,440
-500
117
$389K 0.1%
6,805
118
$385K 0.1%
13,942
-800
119
$380K 0.1%
7,460
-255
120
$357K 0.1%
16,853
+5,477
121
$338K 0.09%
5,068
-75
122
$336K 0.09%
924
-130
123
$329K 0.09%
30,000
124
$307K 0.08%
4,820
+19
125
$292K 0.08%
5,151
-43,076
2 3 4
5
6