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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs

Institutional Manager · CIK 0001317733

Exchange Capital Management, Inc.

Ann Arbor, MI · File #028-11274

Latest AUM
$670.0M
Positions
206
Top-10 Concentration
40.2%
Filings
10

Sector Allocation

Technology
14.7%$98.6M
Financials
10.1%$67.6M
Healthcare
5.2%$34.8M
Industrials
3.9%$26.4M
Energy
1.6%$10.9M
Materials
1.1%$7.1M
Utilities
0.0%$286,510

Filing History

View all filings →

Top 20 Holdings — Jun 2025

#IssuerTickerSharesValue% of Portfolio
1Microsoft CorpMSFT71,967$35.8M7.77%
2Vanguard Sector Index Fds Vanguard Information Tec92204A70237,090$24.6M5.34%
3Amazon.com IncAMZN99,253$21.8M4.73%
4Alphabet Inc. CL AGOOG116,505$20.5M4.46%
5WisdomTree Dynamic Ccy Hdgd Intl Eq ETFWT441,635$17.5M3.80%
6Berkshire Hathaway IncBRK-A30,692$14.9M3.24%
7BlackRock IncBLK12,231$12.8M2.79%
8Vanguard Financials ETF92204A405100,023$12.7M2.76%
9iShares Currency Hedged MSCI EAFE46434V803325,525$12.4M2.68%
10SPDR Portfolio S&P 400 Mid Cap ETF78464A847222,550$12.1M2.63%
11ServiceNow IncNOW11,308$11.6M2.52%
12KLA-Tencor CorpKLAC12,683$11.4M2.47%
13SPDR S&P MidCap 400 ETFMDY19,852$11.2M2.44%
14Vanguard Health Care ETF92204A50444,069$10.9M2.38%
15Salesforce.com IncCRM39,104$10.7M2.32%
16Vanguard Industrials ETF92204A60335,523$9.9M2.16%
17Vanguard Consumer Discretionary ETF92204A10827,449$9.9M2.16%
18iShares Core S&P Small-Cap46428780488,647$9.7M2.10%
19JPMorgan Chase & CoVYLD32,762$9.5M2.06%
20Vanguard Telecommunication Services ETF92204A88450,313$8.6M1.87%