Exchange Capital Management, Inc.
CIK 1317733 · Holdings on Mar 31, 2024 · First reported Apr 18, 2024
Top ten holdings
Q1 2024- MSFT5.08%
- AMZN3.19%
- GOOGL3.15%
- VGT2.84%
- BRK.B2.73%
- DDWM2.67%
- CRM2.21%
- IJR2.06%
- KLAC2.00%
- MDY1.98%
Share classes counted separately27.91%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- IJRWeight decreased · -0.41 pp2.47% → 2.06%Shares -12.64K (-9.96%)
- IJHWeight decreased · -0.37 pp1.83% → 1.46%Shares +110.64K (+301.47%)
- AMZNWeight increased · +0.30 pp2.89% → 3.19%Shares +2.48K (+2.34%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | MSFTMICROSOFT CORP View history and evidence | $31.20M | 5.08% | 74.16K shares | 4.98% → 5.08%+0.10 pp +433 (+0.59%) | Added | ↗▾ |
| 02 | AMZNAMAZON.COM INC View history and evidence | $19.59M | 3.19% | 108.62K shares | 2.89% → 3.19%+0.30 pp +2.48K (+2.34%) | Added | ↗▾ |
| 03 | GOOGLALPHABET INC-CL ACL A View history and evidence | $19.38M | 3.15% | 128.38K shares | 3.16% → 3.15%-0.01 pp +2.30K (+1.83%) | Added | ↗▾ |
| 04 | VGTVANGUARD INFO TECH ETFINF TECH ETF View history and evidence | $17.43M | 2.84% | 33.24K shares | 2.94% → 2.84%-0.10 pp -595 (-1.76%) | Reduced | ↗▾ |
| 05 | BRK.BBERKSHIRE HATHAWAY INC-CL BCL B NEW View history and evidence | $16.80M | 2.73% | 39.95K shares | 2.52% → 2.73%+0.21 pp +548 (+1.39%) | Added | ↗▾ |
| 06 | DDWMWISDOMTREE DY INTER EQ FD-USCURRNCY INT EQ View history and evidence | $16.43M | 2.67% | 480.37K shares | 2.75% → 2.67%-0.08 pp +3.50K (+0.73%) | Added | ↗▾ |
| 07 | CRMSALESFORCE INC View history and evidence | $13.58M | 2.21% | 45.08K shares | 2.16% → 2.21%+0.05 pp -646 (-1.41%) | Reduced | ↗▾ |
| 08 | IJRISHARES CORE S&P SMALL-CAP ECORE S&P SCP ETF View history and evidence | $12.64M | 2.06% | 114.33K shares | 2.47% → 2.06%-0.41 pp -12.64K (-9.96%) | Reduced | ↗▾ |
| 09 | KLACKLA CORP View history and evidence | $12.29M | 2.00% | 17.59K shares | 1.90% → 2.00%+0.10 pp -622 (-3.41%) | Reduced | ↗▾ |
| 10 | MDYSTATE STREET SPDR S&P MIDCAPUTSER1 S&PDCRP View history and evidence | $12.15M | 1.98% | 21.84K shares | 2.02% → 1.98%-0.04 pp -307 (-1.39%) | Reduced | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 4
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| RTX RTX CORP | Non-derivative | -38,480 | -$3.24M | SEC filing ↗ | SEC filing ↗ |
| SPAR SHYFT GROUP INC/THE | Non-derivative | -30,000 | -$366.60K | SEC filing ↗ | SEC filing ↗ |
| BA BOEING CO/THE | Non-derivative | -795 | -$207.22K | SEC filing ↗ | SEC filing ↗ |
3 / 4 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1317733 · Period Mar 31, 2024
Data loaded Sep 23, 2026 · First reported Apr 18, 2024
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 614612063
}Research all 188 reported holdings.
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