EFM

E Fund Management Portfolio holdings

AUM $3.37B
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.37B
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
489
New
Increased
Reduced
Closed

Top Buys

1 +$483M
2 +$247M
3 +$186M
4
TSM icon
TSMC
TSM
+$179M
5
MSFT icon
Microsoft
MSFT
+$143M

Top Sells

No sells this quarter

Sector Composition

1 Technology 52.03%
2 Consumer Discretionary 19.21%
3 Communication Services 9.64%
4 Healthcare 4.63%
5 Consumer Staples 2.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
MMM icon
401
3M
MMM
$80.7B
$288K 0.01%
+1,984
GEN icon
402
Gen Digital
GEN
$12.2B
$286K 0.01%
+15,213
ZBRA icon
403
Zebra Technologies
ZBRA
$11.3B
$285K 0.01%
+1,361
SLB icon
404
SLB Ltd
SLB
$79B
$283K 0.01%
+5,513
FDX icon
405
FedEx
FDX
$93.6B
$281K 0.01%
+790
SHW icon
406
Sherwin-Williams
SHW
$85.5B
$276K 0.01%
+862
TNGX icon
407
Tango Therapeutics
TNGX
$3.8B
$276K 0.01%
+13,194
EMR icon
408
Emerson Electric
EMR
$82.2B
$271K 0.01%
+2,065
CRH icon
409
CRH
CRH
$78.2B
$268K 0.01%
+2,549
UPS icon
410
United Parcel Service
UPS
$90.4B
$265K 0.01%
+2,690
STNG icon
411
Scorpio Tankers
STNG
$3.79B
$261K 0.01%
+3,492
CLDX icon
412
Celldex Therapeutics
CLDX
$2.71B
$259K 0.01%
+8,178
AON icon
413
Aon
AON
$71.1B
$257K 0.01%
+795
NVAX icon
414
Novavax
NVAX
$1.44B
$254K 0.01%
+31,226
ECL icon
415
Ecolab
ECL
$77.6B
$254K 0.01%
+955
GM icon
416
General Motors
GM
$73.5B
$253K 0.01%
+3,398
CL icon
417
Colgate-Palmolive
CL
$68.8B
$252K 0.01%
+2,959
ORKA
418
Oruka Therapeutics
ORKA
$3.41B
$250K 0.01%
+5,090
ELD icon
419
WisdomTree Emerging Markets Local Debt Fund
ELD
$117M
$248K 0.01%
+7,229
TDG icon
420
TransDigm Group
TDG
$71.5B
$247K 0.01%
+213
OLMA icon
421
Olema Pharmaceuticals
OLMA
$1.47B
$247K 0.01%
+16,533
ITW icon
422
Illinois Tool Works
ITW
$78.4B
$245K 0.01%
+942
STOK icon
423
Stoke Therapeutics
STOK
$2.2B
$245K 0.01%
+7,530
TRV icon
424
Travelers Companies
TRV
$64B
$243K 0.01%
+834
NSC icon
425
Norfolk Southern
NSC
$67.9B
$240K 0.01%
+837