EC

Eachwin Capital Portfolio holdings

AUM $108M
1-Year Est. Return 14.45%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.45%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$108M
AUM Growth
+$3.43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1 +$2.54M
2 +$1.89M
3 +$564K
4
GILD icon
Gilead Sciences
GILD
+$504K
5
JPM icon
JPMorgan Chase
JPM
+$463K

Top Sells

1 +$2.2M
2 +$1.65M
3 +$1.25M
4
EXR icon
Extra Space Storage
EXR
+$610K
5
PII icon
Polaris
PII
+$453K

Sector Composition

1 Technology 17.21%
2 Financials 15.12%
3 Healthcare 14.11%
4 Communication Services 10.17%
5 Consumer Discretionary 9.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
KEYS icon
51
Keysight
KEYS
$49.9B
$533K 0.49%
16,815
DE icon
52
Deere & Co
DE
$156B
$533K 0.49%
6,246
CL icon
53
Colgate-Palmolive
CL
$68.3B
$530K 0.49%
7,151
D icon
54
Dominion Energy
D
$55.2B
$523K 0.48%
7,043
NOV icon
55
NOV
NOV
$6.77B
$523K 0.48%
14,224
AAPL icon
56
Apple
AAPL
$3.76T
$512K 0.47%
18,104
BXP icon
57
Boston Properties
BXP
$8.21B
$509K 0.47%
3,735
AET
58
DELISTED
Aetna Inc
AET
$509K 0.47%
4,406
ECL icon
59
Ecolab
ECL
$74.6B
$507K 0.47%
4,165
CSCO icon
60
Cisco
CSCO
$312B
$505K 0.47%
15,914
RTX icon
61
RTX Corp
RTX
$264B
$504K 0.46%
7,880
BUD icon
62
AB InBev
BUD
$139B
$501K 0.46%
3,811
MA icon
63
Mastercard
MA
$440B
$498K 0.46%
4,893
V icon
64
Visa
V
$579B
$490K 0.45%
5,924
EA icon
65
Electronic Arts
EA
$51B
$490K 0.45%
+5,741
CERN
66
DELISTED
Cerner Corp
CERN
$489K 0.45%
7,917
ACN icon
67
Accenture
ACN
$124B
$480K 0.44%
3,926
AKAM icon
68
Akamai
AKAM
$17.1B
$480K 0.44%
9,051
EL icon
69
Estee Lauder
EL
$25B
$479K 0.44%
5,410
USB icon
70
US Bancorp
USB
$82.2B
$479K 0.44%
11,164
MAR icon
71
Marriott International
MAR
$87.9B
$478K 0.44%
7,106
PRU icon
72
Prudential Financial
PRU
$33.9B
$478K 0.44%
5,851
ANSS
73
DELISTED
Ansys
ANSS
$477K 0.44%
5,150
MJN
74
DELISTED
Mead Johnson Nutrition Company
MJN
$477K 0.44%
6,034
JPM icon
75
JPMorgan Chase
JPM
$795B
$473K 0.44%
+7,106