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
$303M
AUM Growth
+$6.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
269
New
Increased
Reduced
Closed

Top Buys

1
+$3.88M
2
+$1.88M
3
+$1.87M
4
SRCL
Stericycle Inc
SRCL
+$1.87M
5
FTEC icon
Fidelity MSCI Information Technology Index ETF
FTEC
+$1.39M

Top Sells

1
+$2.93M
2
+$2.72M
3
+$2.3M
4
WFC icon
Wells Fargo
WFC
+$2.24M
5
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$1.66M

Sector Composition

1 Financials 14.17%
2 Healthcare 9.44%
3 Communication Services 7.46%
4 Technology 7.43%
5 Consumer Discretionary 6.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$42K 0.01%
367
-5,721
152
$42K 0.01%
244
-13
153
$40K 0.01%
206
154
$37K 0.01%
334
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155
$37K 0.01%
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156
$37K 0.01%
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157
$36K 0.01%
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$33K 0.01%
400
161
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162
$31K 0.01%
580
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163
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164
$29K 0.01%
152
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$29K 0.01%
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$28K 0.01%
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$26K 0.01%
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$24K 0.01%
320
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