ECM

Exchange Capital Management Portfolio holdings

AUM $670M
1-Year Est. Return 14.6%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$389M
AUM Growth
+$9.14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1 +$1.08M
2 +$982K
3 +$838K
4
MCHP icon
Microchip Technology
MCHP
+$671K
5
CLB icon
Core Laboratories
CLB
+$382K

Top Sells

1 +$1.29M
2 +$1.26M
3 +$1.25M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$1.21M
5
VDE icon
Vanguard Energy ETF
VDE
+$1.08M

Sector Composition

1 Technology 13.61%
2 Healthcare 10.47%
3 Financials 9.18%
4 Industrials 5.64%
5 Communication Services 5.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-1,390
152
-34,624