Exchange Capital Management, Inc. Portfolio Holdings
Exchange Capital Management, Inc.
- $581 Million
- Q4 2024
Exchange Capital Management, Inc. has filed its 13F form on February 04, 2025 for Q4 2024 where it was disclosed a total value porftolio of $581 Million distributed in 211 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $30.3M, Alphabet Inc. with a value of $22.6M, Amazon Com Inc with a value of $22.1M, Vanguard Information Technolog with a value of $21.9M, and Wisdomtree Tr Currency Hedged with a value of $15.7M.
Examining the 13F form we can see an decrease of $12.3M in the current position value, from $593M to 581M.
Below you can find more details about Exchange Capital Management, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$581 Million
ETFs: $260 Million
Technology: $95.8 Million
Financial Services: $41.6 Million
Consumer Cyclical: $40.1 Million
Healthcare: $35.9 Million
Communication Services: $34.6 Million
Industrials: $31.8 Million
Consumer Defensive: $21 Million
Other: $16.7 Million
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
Summary
- Portfolio
- No. of Stocks 211
- Current Value $581 Million
- Prior Value $593 Million
- Filing
- Period Q4 2024
- Filing Date February 04, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 25 stocks
- Additional Purchases 69 stocks
- Sold out of 0 stocks
- Reduced holdings in 102 stocks