ECM
Exchange Capital Management Portfolio holdings
AUM
$670M
This Quarter Return
-0.52%
1 Year Return
+14.6%
3 Year Return
+57.79%
5 Year Return
+93.67%
10 Year Return
+232.97%
AUM
$516M
AUM Growth
+$516M
(-1%)
Cap. Flow
-$3.42M
Cap. Flow
% of AUM
-0.66%
Top 10 Holdings %
Top 10 Hldgs %
25.36%
Holding
167
New
4
Increased
43
Reduced
100
Closed
2
Top Buys
Top Sells
| 1 |
Bank of America
BAC
|
$2.59M |
| 2 |
JPMorgan Chase
JPM
|
$1.3M |
| 3 |
Fortinet
FTNT
|
$1.01M |
| 4 |
SPDR S&P MidCap 400 ETF Trust
MDY
|
$997K |
| 5 |
Apple
AAPL
|
$633K |
Sector Composition
| 1 | Technology | 14.09% |
| 2 | Healthcare | 8.81% |
| 3 | Financials | 8.4% |
| 4 | Communication Services | 6.26% |
| 5 | Consumer Discretionary | 6.25% |
