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
201
$8K ﹤0.01%
+108
202
$8K ﹤0.01%
+131
203
$7K ﹤0.01%
60
204
$7K ﹤0.01%
85
-438
205
$7K ﹤0.01%
+50
206
$7K ﹤0.01%
+50
207
$7K ﹤0.01%
412
+26
208
$6K ﹤0.01%
56
-24
209
$6K ﹤0.01%
1,000
210
$6K ﹤0.01%
+345
211
$6K ﹤0.01%
77
212
$6K ﹤0.01%
+37
213
$5K ﹤0.01%
40
214
$5K ﹤0.01%
190
215
$5K ﹤0.01%
+72
216
$5K ﹤0.01%
+50
217
$5K ﹤0.01%
+33
218
$5K ﹤0.01%
167
-80
219
$4K ﹤0.01%
+43
220
$4K ﹤0.01%
26
221
$4K ﹤0.01%
100
222
$4K ﹤0.01%
101
223
$4K ﹤0.01%
+180
224
$4K ﹤0.01%
+56
225
$4K ﹤0.01%
125
-14
7 8
9
10 11