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Exchange Capital Management, Inc.13F | |
Exchange Capital Management, Inc. | |
Last update 2025-05-01 | 207 Stocks (3 new) |
Value $617.00 Mil | Turnover 4 % |
Exchange Capital Management, I... Top Holdings of 2025-03-31
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Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
---|---|---|---|---|---|---|---|---|---|---|---|---|
MSFT | Microsoft Corp | 72,539 | 27,230.5 | +0.89% | 4.420 | +0.04% | 0.000 | +38.94% | +21.47% | 3,790,969.0 | Software | |
VGT | Vanguard Information Technology ETF | 37,404 | 20,287.0 | +6.16% | 3.290 | +0.19% | 0.030 | +35.75% | +10.51% | 87,513.6 | ||
AMZN | Amazon.com Inc | 99,435 | 18,918.5 | -1.18% | 3.070 | -0.04% | 0.000 | +31.01% | +3.07% | 2,400,675.8 | Retail - Cyclical | |
GOOGL | Alphabet Inc | 118,006 | 18,248.5 | -1.08% | 2.960 | -0.04% | 0.000 | +22.57% | -2.01% | 2,250,461.0 | Interactive Media | |
BRK.B | Berkshire Hathaway Inc | 31,317 | 16,678.9 | -0.92% | 2.700 | -0.02% | 0.000 | -8.57% | +4.53% | 1,022,296.6 | Insurance | |
DDWM |
WisdomTree Dynamic International Equity Fund
WisdomTree Dynamic International Equity Fund
| 453,317 | 16,677.5 | -0.62% | 2.700 | -0.02% | 3.630 | +9.95% | +17.00% | 674.2 | ||
VFH | Vanguard Financials ETF | 100,086 | 11,957.3 | +2.17% | 1.940 | +0.04% | 0.100 | +15.55% | +9.68% | 12,105.5 | ||
BLK | BlackRock Inc | 12,444 | 11,778.1 | -1.52% | 1.910 | -0.03% | 0.010 | +26.68% | +8.82% | 170,835.7 | Asset Management | |
HEFA |
iShares Currency Hedged MSCI EAFE ETF
iShares Currency Hedged MSCI EAFE ETF
| 309,169 | 11,219.7 | +1.06% | 1.820 | +0.02% | 0.140 | +11.12% | +9.97% | 6,305.5 | ||
CRM | Salesforce Inc | 39,901 | 10,707.8 | -1.64% | 1.740 | -0.04% | 0.000 | +6.28% | -21.27% | 250,835.3 | Software |
Exchange Capital Management, Inc.'s Historical Top Holdings Breakdowns
Exchange Capital Management, Inc.'s Top Stock Picks
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Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
---|---|---|---|---|---|---|---|---|---|---|---|
MYCI | SPDR SSGA My2029 Corporate Bond ETF | 2025-03-31 | Add Add | +0.47% | 24.17 ($24.5) 24.73 | $24.85 | 1.41% | Add 360.75% | 150,332 | 117,704 | |
MYCH | SPDR SSGA My2028 Corporate Bond ETF | 2025-03-31 | Add Add | +0.44% | 24.4 ($24.66) 24.87 | $24.94 | 1.14% | Add 326.97% | 141,320 | 108,222 | |
BSCT |
Invesco BulletShares 2029 Corporate Bond ETF
Invesco BulletShares 2029 Corporate Bond ETF
| 2025-03-31 | Reduce Reduce | -0.38% | 18.18 ($18.42) 18.58 | $18.70 | 1.52% | Reduce -74.11% | 45,002 | -128,850 | |
BSCS |
Invesco BulletShares 2028 Corporate Bond ETF
Invesco BulletShares 2028 Corporate Bond ETF
| 2025-03-31 | Reduce Reduce | -0.34% | 20.05 ($20.24) 20.4 | $20.50 | 1.28% | Reduce -76.35% | 32,439 | -104,749 | |
VHT | Vanguard Health Care ETF | 2025-03-31 | Add Add | +0.20% | 254.06 ($266.4) 273.83 | $243.33 | -8.66% | Add 13.31% | 40,351 | 4,740 | |
VGT | Vanguard Information Technology ETF | 2025-03-31 | Add Add | +0.19% | 542.38 ($602.71) 646.34 | $685.53 | 13.74% | Add 6.16% | 37,404 | 2,171 | |
MYCN | SPDR SSGA My2034 Corporate Bond ETF | 2025-03-31 | Add Add | +0.15% | 23.5 ($24.04) 24.41 | $24.26 | 0.91% | Add 65.95% | 94,282 | 37,468 | |
SPMD | SPDR Portfolio S&P 400 Mid Cap ETF | 2025-03-31 | Add Add | +0.15% | 50.21 ($54.51) 57.73 | $55.62 | 2.04% | Add 9.31% | 205,914 | 17,544 | |
ADBE | Adobe Inc | 2025-03-31 | Reduce Reduce | -0.14% | 377.84 ($428.84) 464.11 | $365.79 | -14.70% | Reduce -21.28% | 7,366 | -1,991 | |
SPTM |
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPDR Portfolio S&P 1500 Composite Stock Market ETF
| 2025-03-31 | Add Add | +0.13% | 67.03 ($71.58) 74.61 | $76.08 | 6.29% | Add 14.58% | 95,550 | 12,156 |
Exchange Capital Management, Inc. Total Holding History ($B)
Exchange Capital Management, Inc.'s Asset Allocation
Exchange Capital Management, Inc. Past Portfolios
Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
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Exchange Capital Management, Inc.'s Hypothetical Growth since 2025-03-31
Exchange Capital Management, Inc.'s Yearly Returns
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Exchange Capital Management, Inc.'s Holdings Heat Map
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Exchange Capital Management, Inc.'s Holdings Bubble Chart
Exchange Capital Management, Inc. News
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