Exchange Capital Management 13F Holdings Report - Top Changes in Q3 2022 vs. Q4 2022

Exchange Capital Management, Inc. has released its Q3 2022 vs. Q4 2022 13F Holdings Comparison, analyzing the changes in the holdings of this fund. According to the CSV provided, the fund has made significant changes in its holdings, with some stocks gaining in value while others experienced a decrease. In this blog post, we'll take a closer look at the top changes in holdings of this fund based on the provided data.

Microsoft Corp (MSFT)

The fund increased its holding in Microsoft Corp from 73829 to 74563 shares, representing a 4% increase. The value of these shares also increased from $17195,000 to $17881,000, representing a 4% change. Microsoft has been a top-performing stock in recent years, and it appears that the fund is bullish and confident in Microsoft's long-term growth prospects.

WisdomTree Dynamic Ccy Hdgd Intl Eq ETF (DDWM)

One of the most significant changes in holdings made by the fund is its substantial increase in shares held in WisdomTree Dynamic Ccy Hdgd Intl Eq ETF (DDWM). The fund increased its position from 350,940 to 486,963 shares, representing a 55.9% increase, with the value of these shares increasing from $9135,000 to $14,243,000. This significant increase in holdings in DDWM reflects the fund's interest in the international equities market and its focus on hedging foreign currency risks.

Berkshire Hathaway Inc (BRK-B)

The fund reduced its holding in Berkshire Hathaway Inc from 41526 to 40844 shares, representing a 1.6% decrease. However, the value of these shares increased from $11088,000 to $12616,000, representing a 13.8% change. This change suggests that the fund still sees value in the long-term potential of Berkshire Hathaway Inc, despite reducing its position in the stock.

iShares Core S&P Small-Cap (IJR)

The fund increased its holding in iShares Core S&P Small-Cap from 120035 to 124345 shares, representing a 3.6% increase, with the value of these shares increasing from $10466,000 to $11768,000, representing a 12.4% change. This change indicates the fund's continued interest in the small-cap equities space and its belief that iShares Core S&P Small-Cap has long-term growth potential.

Alphabet Inc. CL A (GOOGL)

The fund reduced its holding in Alphabet Inc. CL A from 123766 to 124467 shares, representing a 0.6% increase, but the value of these shares decreased from $11838,000 to $10981,000, representing a 7.2% change. This change could reflect the fund's outlook on the technology sector and its belief that Alphabet Inc. may not perform as well as other tech stocks in the near future.

Vanguard Sector Index Fds Vanguard Information Tec (VGT)

The fund increased its holding in Vanguard Sector Index Fds Vanguard Information Tec from 32018 to 32477 shares, representing a 1.5% increase, with the value of these shares increasing from $9841,000 to $10373,000, representing a 5.4% change. This change indicates the fund's bullish outlook on the technology sector and its belief that Vanguard Sector Index Fds Vanguard Information Tec has significant long-term growth potential.

In conclusion, the Exchange Capital Management, Inc. Q3 2022 vs. Q4 2022 13F Holdings Comparison reveals that the fund has made some significant changes in its holdings. The fund has increased its position in WisdomTree Dynamic Ccy Hdgd Intl Eq ETF, iShares Core S&P Small-Cap, and Vanguard Sector Index Fds Vanguard Information Tec, indicating its confidence in these stocks' long-term growth potential. The fund has reduced its position in Alphabet Inc. CL A, suggesting a cautious view of the technology sector's future. Regardless, the fund's investments indicate a careful evaluation of current market conditions and a desire to maximize returns.