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
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