ECM
Exchange Capital Management Portfolio holdings
AUM
$670M
This Quarter Return
+6.35%
1 Year Return
+14.6%
3 Year Return
+57.79%
5 Year Return
+93.67%
10 Year Return
+232.97%
AUM
$483M
AUM Growth
+$483M
(+7.6%)
Cap. Flow
+$8.05M
Cap. Flow
% of AUM
1.67%
Top 10 Holdings %
Top 10 Hldgs %
24.79%
Holding
167
New
7
Increased
65
Reduced
76
Closed
5
Top Buys
Top Sells
| 1 |
JPMorgan Chase
JPM
|
$2.51M |
| 2 |
iShares Ultra Short Duration Bond Active ETF
ICSH
|
$2.3M |
| 3 |
KLA
KLAC
|
$751K |
| 4 |
Applied Materials
AMAT
|
$532K |
| 5 |
Stryker
SYK
|
$258K |
Sector Composition
| 1 | Technology | 13.68% |
| 2 | Healthcare | 9.5% |
| 3 | Financials | 9.34% |
| 4 | Consumer Discretionary | 6.13% |
| 5 | Industrials | 6.05% |
