ECM
Exchange Capital Management Portfolio holdings
AUM
$670M
This Quarter Return
-4.87%
1 Year Return
+14.6%
3 Year Return
+57.79%
5 Year Return
+93.67%
10 Year Return
+232.97%
AUM
$431M
AUM Growth
+$431M
(-6%)
Cap. Flow
+$9.2M
Cap. Flow
% of AUM
2.13%
Top 10 Holdings %
Top 10 Hldgs %
25.41%
Holding
162
New
4
Increased
36
Reduced
108
Closed
1
Top Buys
| 1 |
ASML
ASML
|
$617K |
| 2 |
Vanguard Information Technology ETF
VGT
|
$538K |
| 3 |
Alphabet (Google) Class A
GOOGL
|
$420K |
| 4 |
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
|
$409K |
| 5 |
Workday
WDAY
|
$407K |
Top Sells
| 1 |
Bristol-Myers Squibb
BMY
|
$1.81M |
| 2 |
Pfizer
PFE
|
$304K |
| 3 |
Berkshire Hathaway Class B
BRK.B
|
$270K |
| 4 |
Johnson & Johnson
JNJ
|
$251K |
| 5 |
KLA
KLAC
|
$224K |
Sector Composition
| 1 | Technology | 12.98% |
| 2 | Healthcare | 8.86% |
| 3 | Financials | 8.12% |
| 4 | Consumer Discretionary | 6.53% |
| 5 | Industrials | 5.13% |
