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
$336M
AUM Growth
+$18.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
280
New
Increased
Reduced
Closed

Top Buys

1
+$1.21M
2
+$1.02M
3
+$898K
4
DDWM icon
WisdomTree Dynamic International Equity Fund
DDWM
+$777K
5
KLAC icon
KLA
KLAC
+$702K

Top Sells

1
+$1.77M
2
+$1.37M
3
+$931K
4
APTV icon
Aptiv
APTV
+$917K
5
V icon
Visa
V
+$840K

Sector Composition

1 Financials 10.74%
2 Healthcare 9.41%
3 Technology 7.41%
4 Communication Services 6.76%
5 Consumer Discretionary 6.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$15K ﹤0.01%
+1,004
202
$14K ﹤0.01%
456
-248
203
$14K ﹤0.01%
1,264
204
$14K ﹤0.01%
293
205
$14K ﹤0.01%
234
206
$14K ﹤0.01%
587
207
$14K ﹤0.01%
258
208
$13K ﹤0.01%
12
209
$13K ﹤0.01%
63
210
$13K ﹤0.01%
121
211
$12K ﹤0.01%
476
212
$12K ﹤0.01%
257
213
$12K ﹤0.01%
80
-200
214
$12K ﹤0.01%
740
215
$11K ﹤0.01%
+100
216
$11K ﹤0.01%
350
217
$10K ﹤0.01%
161
218
$9K ﹤0.01%
67
219
$9K ﹤0.01%
1,000
220
$8K ﹤0.01%
60
221
$7K ﹤0.01%
85
222
$7K ﹤0.01%
50
223
$7K ﹤0.01%
50
224
$7K ﹤0.01%
77
225
$7K ﹤0.01%
444
+32
7 8
9
10 11