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
126
$716K 0.13%
4,398
-253
127
$716K 0.13%
3,367
128
$715K 0.13%
3,017
+1,081
129
$715K 0.13%
3,216
-126
130
$686K 0.13%
13,310
+3,750
131
$643K 0.12%
3,887
132
$605K 0.11%
12,621
-178
133
$585K 0.11%
3,163
-40
134
$573K 0.11%
2,407
-30
135
$573K 0.11%
4,183
-338
136
$550K 0.1%
22,062
-1,365
137
$548K 0.1%
5,416
-410
138
$452K 0.08%
9,435
-2,315
139
$448K 0.08%
11,692
-215
140
$390K 0.07%
21,850
-1,019
141
$389K 0.07%
4,411
-80
142
$381K 0.07%
8,050
-600
143
$372K 0.07%
17,282
+1,388
144
$350K 0.07%
7,672
-55
145
$350K 0.07%
6,870
-117
146
$350K 0.07%
7,059
147
$326K 0.06%
7,567
-1,200
148
$318K 0.06%
5,708
+243
149
$314K 0.06%
12,662
-54
150
$299K 0.06%
11,360
-511
3 4 5
6
7