Exchange Capital Management, Inc. Portfolio Holdings
Exchange Capital Management, Inc.
- $593 Million
- Q3 2024
Exchange Capital Management, Inc. has filed its 13F form on November 01, 2024 for Q3 2024 where it was disclosed a total value porftolio of $593 Million distributed in 194 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $30.5M, Vanguard Information Technolog with a value of $20.3M, Alphabet Inc. with a value of $19.8M, Amazon Com Inc with a value of $19.1M, and Berkshire Hathaway Inc Class B with a value of $16.9M.
Examining the 13F form we can see an decrease of $4.72M in the current position value, from $598M to 593M.
Below you can find more details about Exchange Capital Management, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$593 Million
ETFs: $272 Million
Technology: $96.6 Million
Financial Services: $42.5 Million
Consumer Cyclical: $39.2 Million
Healthcare: $36.4 Million
Industrials: $32.2 Million
Communication Services: $31.4 Million
Consumer Defensive: $21.5 Million
Other: $17.4 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
Summary
- Portfolio
- No. of Stocks 194
- Current Value $593 Million
- Prior Value $598 Million
- Filing
- Period Q3 2024
- Filing Date November 01, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 8 stocks
- Additional Purchases 52 stocks
- Sold out of 0 stocks
- Reduced holdings in 121 stocks