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 03/31/21. The fund's latest filing disclosed 476MM in positions, representing 134% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/04 to 03/31/21. The fund's latest filing disclosed 476MM in positions, representing 134% of the manager's regulatory AUM.
EXCHANGE CAPITAL StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
EXCHANGE CAPITAL Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| MSFT | 3.51% | Tech | 21.12% | 0.18% | 0 | 0% | ||
| MDY | 2.67% | ETF | 3.71% | -0.22% | 0 | 0% | ||
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FEATURED IN
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 Charts are used for historical reference and to indicate trends, but are not relied upon as predictors of price appreciation or depreciation.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.
Page 3 ...
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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.
Page 3 ...
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EXCHANGE CAPITAL Portfolio Concentration
EXCHANGE CAPITAL Location
303 DETROIT STREET SUITE 203
ANN ARBOR, Michigan
UNITED STATES, 48104
ANN ARBOR, Michigan
UNITED STATES, 48104
EXCHANGE CAPITAL Contact Information
Phone Number: 734-761-6500
Fax Number: 734-761-8073
Website: https://www.exchangecapital.com
Fax Number: 734-761-8073
Website: https://www.exchangecapital.com
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