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Exchange Capital Management, Inc.

Portfolio Manager
Luke Ellis
Performance
+13.61% (2025 Q2)
AUM (13F)
$670.02M
# of Holdings
206
Performance Rank
Allocation (Top 20)
43.08%

Exchange Capital Management, Inc. Holdings Map

Top 50 Exchange Capital Management, Inc. Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
MSFT
Microsoft Corp
5.34%72.0K$35.8Mโ€”โ€”โ€”2025-06-30
VGT
Vanguard Sector Index Fds Vanguard Information Tec
3.67%37.1K$24.6Mโ€”โ€”โ€”2025-06-30
AMZN
Amazon.com Inc
3.25%99.3K$21.8Mโ€”โ€”โ€”2025-06-30
GOOGL
Alphabet Inc. CL A
3.06%116.5K$20.5Mโ€”โ€”โ€”2025-06-30
DDWM
WisdomTree Dynamic Ccy Hdgd Intl Eq ETF
2.61%441.6K$17.5Mโ€”โ€”โ€”2025-06-30
BRKB
Berkshire Hathaway Inc
2.23%30.7K$14.9Mโ€”โ€”โ€”2025-06-30
BLK
BlackRock Inc
1.92%12.2K$12.8Mโ€”โ€”โ€”2025-06-30
VFH
Vanguard Financials ETF
1.9%100.0K$12.7Mโ€”โ€”โ€”2025-06-30
HEFA
iShares Currency Hedged MSCI EAFE
1.84%325.5K$12.4Mโ€”โ€”โ€”2025-06-30
SPMD
SPDR Portfolio S&P 400 Mid Cap ETF
1.81%222.6K$12.1Mโ€”โ€”โ€”2025-06-30

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