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
$534M
AUM Growth
-$16.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
168
New
Increased
Reduced
Closed

Top Buys

1
+$3.4M
2
+$1.97M
3
+$1.77M
4
AMZN icon
Amazon
AMZN
+$1.43M
5
CRM icon
Salesforce
CRM
+$1.35M

Top Sells

1
+$1.71M
2
+$1.4M
3
+$1.23M
4
ICSH icon
iShares Ultra Short Duration Bond Active ETF
ICSH
+$452K
5
UNP icon
Union Pacific
UNP
+$436K

Sector Composition

1 Technology 13.67%
2 Financials 8.54%
3 Healthcare 8.54%
4 Consumer Discretionary 6.19%
5 Communication Services 5.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.26M 0.24%
27,443
-348
102
$1.25M 0.23%
20,140
-40
103
$1.24M 0.23%
18,140
104
$1.17M 0.22%
23,684
-948
105
$1.17M 0.22%
46,233
-789
106
$1.16M 0.22%
26,982
+14,846
107
$1.13M 0.21%
1,953
+3
108
$1.12M 0.21%
44,286
-1,254
109
$1.11M 0.21%
8,246
-456
110
$1.09M 0.2%
21,886
-183
111
$1.09M 0.2%
20,760
+52
112
$1.08M 0.2%
30,000
113
$1.07M 0.2%
60,003
-4,509
114
$1.06M 0.2%
42,390
-118
115
$1.03M 0.19%
18,250
116
$1.01M 0.19%
11,987
+34
117
$1M 0.19%
9,594
+1,610
118
$968K 0.18%
2,050
-60
119
$956K 0.18%
38,086
-114
120
$937K 0.18%
+7,538
121
$866K 0.16%
2,128
-5
122
$843K 0.16%
6,040
+20
123
$766K 0.14%
3,327
-10
124
$734K 0.14%
2,298
+37
125
$730K 0.14%
29,613
-87
3 4
5
6 7