ECM
Exchange Capital Management Portfolio holdings
AUM
$670M
This Quarter Return
+0.99%
1 Year Return
+14.6%
3 Year Return
+57.79%
5 Year Return
+93.67%
10 Year Return
+232.97%
AUM
$614M
AUM Growth
+$614M
(-0.12%)
Cap. Flow
-$1.69M
Cap. Flow
% of AUM
-0.28%
Top 10 Holdings %
Top 10 Hldgs %
28.38%
Holding
198
New
10
Increased
49
Reduced
119
Closed
5
Top Buys
Top Sells
| 1 |
iShares Core S&P Mid-Cap ETF
IJH
|
$1.1M |
| 2 |
Alphabet (Google) Class A
GOOGL
|
$978K |
| 3 |
KLA
KLAC
|
$964K |
| 4 |
iShares Core S&P Small-Cap ETF
IJR
|
$904K |
| 5 |
Monster Beverage
MNST
|
$849K |
Sector Composition
| 1 | Technology | 17.03% |
| 2 | Financials | 8.14% |
| 3 | Consumer Discretionary | 6.3% |
| 4 | Healthcare | 6.28% |
| 5 | Communication Services | 5.57% |
