Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| EXCHANGE CAPITAL MANAGEMENT INC | 04-17-2024 | 03-31-2024 | 188 | 614,612,063 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| Constellation Brands Inc | CL A | 151 | $746,542 | 2,747 | 0.00 | 0.00 | -10 | -0.36 | 03-31-2024 |
| Clorox Co | COM | 152 | $737,837 | 4,819 | 0.00 | 0.00 | -90 | -1.83 | 03-31-2024 |
| NextEra Energy Inc | COM | 153 | $735,348 | 11,506 | 0.00 | 0.00 | -345 | -2.91 | 03-31-2024 |
| Chevron Corp | COM | 154 | $683,172 | 4,331 | 0.00 | 0.00 | 61 | 1.43 | 03-31-2024 |
