EXCHANGE CAPITAL Overview

Exchange Capital Management Inc. is an investment advisor that manages 355.9 MM dollars in regulatory AUM and has 6 employees, of which 6 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/04 to 09/30/16. The fund's latest filing disclosed 255MM in positions, representing 72% of the manager's regulatory AUM.

EXCHANGE CAPITAL StockAlpha

-0.8%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

EXCHANGE CAPITAL Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
MDY 7.11% ETF 7.07% 0.32% 0 10%
AAPL 3.82% Tech -2.24% -0.04% 0 42%
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FEATURED IN
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EXCHANGE CAPITAL Founders and Key Employees

Name Title In Position Since
Michael R. Reid Cco December-1989
Kevin D. Mcveigh Managing Director December-1995
Thomas J. Costigan Vice President December-2014

EXCHANGE CAPITAL Brokers, Custodians, Auditors and Administrators

Type Company

EXCHANGE CAPITAL Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

Exchange Capital Management, Inc.’s approach to security analysis is growth and value oriented and is based upon an appraisal of the worth of an entire company considering such objective fundamental factors as turnover, margins, cash flow, returns on capital, tax rates, debt-to-equity ratios, and subjective variables including Exchange Capital Management, Inc.’s estimate of growth and dividend paying ability as well as our opinion of management. Charts are used for historical reference and to indicate trends, but are not relied upon as predictors of price appreciation or depreciation.






March 2015 Exchange Capital Management, Inc.
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EXCHANGE CAPITAL Portfolio Concentration

EXCHANGE CAPITAL Location

303 DETROIT STREET SUITE 203
ANN ARBOR, Michigan
UNITED STATES, 48104

EXCHANGE CAPITAL Contact Information

Phone Number: 734-761-6500
Fax Number: 734-761-8073
Website:

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