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
126
$283K 0.08%
4,833
-201
127
$276K 0.07%
+12,806
128
$272K 0.07%
+12,832
129
$268K 0.07%
+12,609
130
$264K 0.07%
5,455
-1,425
131
$260K 0.07%
+9,571
132
$255K 0.07%
+12,021
133
$249K 0.07%
+11,637
134
$228K 0.06%
+10,787
135
$214K 0.06%
4,081
136
– –
-3,300
137
– –
-1,279
138
– –
-4,823
2 3 4 5
6