Exchange Capital Management Inc

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Assets, Funds, Holdings

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CAFR Data
Exchange Capital Management Inc
CRD #104875
SEC #801-36104
CIK #
AUM $542.3 MM (94% Disc, 100% US, 2020-03-27)
Employees10 (90% Investors, 0% Brokers)
Phone734-761-6500
Address303 Detroit Street
Ann Arbor, MI 48104
Source [IAPD] [Website] [Twitter] [LinkedIn]
Total AUM ($MM)
54543632721810901999200620132021
Sector Issuer Cap ($MM) Value ($MM)
MDY 10.6
DDWM 10.2
SCHX 8.5
IJR 7.5
SCHZ 7.3
GOOGL 970,260.0 7.1
AMZN 1,207,970.0 7.0
MSFT 1,376,930.0 7.0
V 411,370.0 6.5
AAPL 1,372,810.0 6.4
View All
Holdings by Sector ($)
0.30.20.20.10.10.02014201620182020
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HHM Wealth Advisors LLC
TN 0.5
Ashford Advisors LLC
NY 0.5
Sena Weller Rohs Williams LLC
OH 0.5
Clayton Financial Services Inc
KS 0.5
Walthausen & Co LLC
NY 0.5
Lafleur & Godfrey LLC
MI 0.5
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