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
$318M
AUM Growth
+$571K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
280
New
Increased
Reduced
Closed

Top Buys

1
+$7.5M
2
+$5.23M
3
+$3.87M
4
CMP icon
Compass Minerals
CMP
+$2.2M
5
XOM icon
Exxon Mobil
XOM
+$2.06M

Top Sells

1
+$3.81M
2
+$2.99M
3
+$2.35M
4
AIG icon
American International
AIG
+$2.15M
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$2.04M

Sector Composition

1 Financials 12.07%
2 Healthcare 9.12%
3 Communication Services 7.01%
4 Technology 6.78%
5 Consumer Discretionary 6.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$19K 0.01%
+1,273
177
$18K 0.01%
1,373
178
$18K 0.01%
200
179
$17K 0.01%
242
180
$17K 0.01%
320
-14,566
181
$15K ﹤0.01%
130
-126
182
$14K ﹤0.01%
1,264
-682
183
$14K ﹤0.01%
+293
184
$14K ﹤0.01%
+12
185
$14K ﹤0.01%
234
186
$14K ﹤0.01%
587
187
$14K ﹤0.01%
258
-1,040
188
$13K ﹤0.01%
257
189
$13K ﹤0.01%
63
+21
190
$13K ﹤0.01%
121
+64
191
$12K ﹤0.01%
740
192
$12K ﹤0.01%
476
193
$12K ﹤0.01%
320
194
$10K ﹤0.01%
+275
195
$10K ﹤0.01%
+121
196
$10K ﹤0.01%
+129
197
$10K ﹤0.01%
+192
198
$10K ﹤0.01%
350
199
$9K ﹤0.01%
67
+22
200
$9K ﹤0.01%
161
+71
6 7
8
9 10