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  Name: EXCHANGE CAPITAL MANAGEMENT INC
  City: ANN ARBOR
  State: MI
  Zip: 48104
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $614,619,000
  Total Value Change : $57,532,000
  Securities Held Change : 7
   
All Securities Held : 188
  New Positions : 11
  Closed Positions : 4
  Increased Positions : 85
  Unchanged Positions : 17
  Decreased Positions : 75

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 8     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (BSCW)1 Year Chart         BSCW Invesco Bulletshares 2032 C... 95 New $0.00 $1,711,000 84,500 0.28% 1,711,000 84,500 0.094    N/A
   (BSCX)1 Year Chart         BSCX Invesco Bulletshares 2033 C... 143 New $0.00 $497,000 23,824 0.08% 497,000 23,824 0.265    N/A
   (ADSK)1 Year Chart         ADSK Autodesk Inc 145 New $209.95 $481,000 1,846 0.08% 481,000 1,846 0.001    Technical & System So...
   (IVW)1 Year Chart         IVW ishares tr S&P 500 BARRA GR 174 New $81.85 $234,000 2,772 0.04% 234,000 2,772 0.001    Closed - End Fund - E...
   (MA)1 Year Chart         MA MasterCard Inc A 175 New $441.10 $228,000 473 0.04% 228,000 473 0    Business Services
   (WM)1 Year Chart         WM Waste Management Inc 180 New $207.16 $206,000 968 0.03% 206,000 968 0    Waste Management
   (IWF)1 Year Chart         IWF iShares Russell 1000 Growth 179 New $325.64 $206,000 610 0.03% 206,000 610 0    Closed - End Fund - E...
   (IWM)1 Year Chart         IWM iShares Tr Russell 2000 Indx 178 New $199.92 $206,000 979 0.03% 206,000 979 0    Closed - End Fund - E...

      8 Records Found
  1    
Page 1 of 1
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