Exchange Capital Management, Inc. Portfolio Holdings
Exchange Capital Management, Inc.
- $558 Million
- Q1 2025
Exchange Capital Management, Inc. has filed its 13F form on May 01, 2025 for Q1 2025 where it was disclosed a total value porftolio of $558 Million distributed in 207 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $27.2M, Vanguard Information Technolog with a value of $20.3M, Amazon Com Inc with a value of $18.9M, Alphabet Inc. with a value of $18.2M, and Berkshire Hathaway Inc Class B with a value of $16.7M.
Examining the 13F form we can see an decrease of $22.5M in the current position value, from $581M to 558M.
Below you can find more details about Exchange Capital Management, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$558 Million
ETFs: $249 Million
Technology: $84 Million
Financial Services: $43.5 Million
Healthcare: $39.3 Million
Consumer Cyclical: $36.7 Million
Industrials: $32.1 Million
Communication Services: $29.8 Million
Consumer Defensive: $22 Million
Other: $18.2 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 207
- Current Value $558 Million
- Prior Value $581 Million
- Filing
- Period Q1 2025
- Filing Date May 01, 2025
- Form Type 13F-HR
- Activity in Q1 2025
- New Purchases 3 stocks
- Additional Purchases 78 stocks
- Sold out of 0 stocks
- Reduced holdings in 109 stocks