ECM
Exchange Capital Management Portfolio holdings
AUM
$670M
1-Year Return
14.6%
This Quarter Return
+3.27%
1 Year Return
+14.6%
3 Year Return
+57.79%
5 Year Return
+93.67%
10 Year Return
+232.97%
AUM
$255M
AUM Growth
+$7.99M
(+3.2%)
Cap. Flow
+$1.27M
Cap. Flow
% of AUM
0.5%
Top 10 Holdings %
Top 10 Hldgs %
35.02%
Holding
289
New
37
Increased
66
Reduced
43
Closed
52
Top Buys
| 1 |
Southern Company
SO
|
$1.41M |
| 2 |
Real Estate Select Sector SPDR Fund
XLRE
|
$657K |
| 3 |
3M
MMM
|
$442K |
| 4 |
SPDR S&P MidCap 400 ETF Trust
MDY
|
$318K |
| 5 |
Johnson & Johnson
JNJ
|
$201K |
Top Sells
| 1 |
Pathward Financial
CASH
|
$2.28M |
| 2 |
Financial Select Sector SPDR Fund
XLF
|
$428K |
| 3 |
First Solar
FSLR
|
$227K |
| 4 |
Alphabet (Google) Class C
GOOG
|
$226K |
| 5 |
Technology Select Sector SPDR Fund
XLK
|
$185K |
Sector Composition
| 1 | Financials | 16.57% |
| 2 | Healthcare | 12.78% |
| 3 | Communication Services | 8.36% |
| 4 | Consumer Discretionary | 7.52% |
| 5 | Consumer Staples | 7.22% |
