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
CRWD icon
76
CrowdStrike
CRWD
$110B
$5.84M 0.17%
+14,947
EVMN
77
Evommune Inc
EVMN
$1.01B
$5.6M 0.17%
+243,700
WDC icon
78
Western Digital
WDC
$127B
$5.56M 0.17%
+20,570
MAR icon
79
Marriott International
MAR
$100B
$5.38M 0.16%
+16,446
CELC icon
80
Celcuity
CELC
$5.8B
$5.29M 0.16%
+46,337
V icon
81
Visa
V
$604B
$5.25M 0.16%
+17,367
LYB icon
82
LyondellBasell Industries
LYB
$22.1B
$5.22M 0.16%
+64,818
HON icon
83
Honeywell
HON
$146B
$5.1M 0.15%
+22,572
STX icon
84
Seagate
STX
$121B
$5.06M 0.15%
+12,912
VRTX icon
85
Vertex Pharmaceuticals
VRTX
$112B
$4.83M 0.14%
+10,816
ABBV icon
86
AbbVie
ABBV
$360B
$4.82M 0.14%
+22,143
NEM icon
87
Newmont
NEM
$124B
$4.81M 0.14%
+44,427
CRM icon
88
Salesforce
CRM
$152B
$4.81M 0.14%
+25,743
BKNG icon
89
Booking.com
BKNG
$152B
$4.76M 0.14%
+28,250
ATHM icon
90
Autohome
ATHM
$2.18B
$4.7M 0.14%
+270,314
SHOP icon
91
Shopify
SHOP
$176B
$4.63M 0.14%
+39,066
CDNS icon
92
Cadence Design Systems
CDNS
$87.9B
$4.52M 0.13%
+16,267
SNPS icon
93
Synopsys
SNPS
$88.3B
$4.5M 0.13%
+11,351
APH icon
94
Amphenol
APH
$188B
$4.38M 0.13%
+34,692
MA icon
95
Mastercard
MA
$461B
$4.31M 0.13%
+8,617
CVX icon
96
Chevron
CVX
$365B
$4.06M 0.12%
+19,615
HTHT icon
97
Huazhu Hotels Group
HTHT
$17.2B
$3.93M 0.12%
+78,170
REGN icon
98
Regeneron Pharmaceuticals
REGN
$79.2B
$3.73M 0.11%
+4,825
CMCSA icon
99
Comcast
CMCSA
$107B
$3.69M 0.11%
+128,621
SBUX icon
100
Starbucks
SBUX
$113B
$3.64M 0.11%
+40,684