Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
EXCHANGE CAPITAL MANAGEMENT INC | 02-07-2024 | 12-31-2023 | 181 | 557,084,402 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
Microsoft Corp | COM | 1 | $27,725,157 | 73,729 | 0.00 | 0.00 | 554 | 0.76 | 12-31-2023 |
Alphabet Inc. CL A | CL A | 2 | $17,612,115 | 126,080 | 0.00 | 0.00 | -1,413 | -1.11 | 12-31-2023 |
Vanguard Sector Index Fds Vanguard Information Tec | INF TECH ETF | 3 | $16,378,370 | 33,840 | 0.00 | 0.00 | 467 | 1.40 | 12-31-2023 |
Amazon.com Inc | COM | 4 | $16,126,608 | 106,138 | 0.00 | 0.00 | -684 | -0.64 | 12-31-2023 |