EC

Eachwin Capital Portfolio holdings

AUM $108M
1-Year Est. Return 14.41%
This Quarter Est. Return
1 Year Est. Return
+14.41%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$105M
AUM Growth
+$734K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$693K
2
+$457K
3
+$455K
4
ACN icon
Accenture
ACN
+$445K
5
V icon
Visa
V
+$439K

Top Sells

1
+$752K
2
+$511K
3
+$493K
4
ULTI
Ultimate Software Group Inc
ULTI
+$472K
5
MON
Monsanto Co
MON
+$424K

Sector Composition

1 Healthcare 14.86%
2 Financials 14.65%
3 Technology 13.63%
4 Consumer Staples 10.17%
5 Communication Services 9.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TSCO icon
51
Tractor Supply
TSCO
$28.1B
$508K 0.48%
27,860
AKAM icon
52
Akamai
AKAM
$10.5B
$506K 0.48%
9,051
CFR icon
53
Cullen/Frost Bankers
CFR
$7.91B
$506K 0.48%
7,939
DE icon
54
Deere & Co
DE
$129B
$506K 0.48%
6,246
AMZN icon
55
Amazon
AMZN
$2.6T
$505K 0.48%
14,100
BUD icon
56
AB InBev
BUD
$123B
$502K 0.48%
3,811
TMO icon
57
Thermo Fisher Scientific
TMO
$213B
$496K 0.47%
3,358
ECL icon
58
Ecolab
ECL
$71.7B
$494K 0.47%
4,165
BXP icon
59
Boston Properties
BXP
$11.1B
$493K 0.47%
3,735
EL icon
60
Estee Lauder
EL
$31.6B
$492K 0.47%
5,410
KEYS icon
61
Keysight
KEYS
$31.8B
$489K 0.47%
16,815
ADBE icon
62
Adobe
ADBE
$137B
$486K 0.46%
5,071
CRM icon
63
Salesforce
CRM
$228B
$482K 0.46%
6,076
NOV icon
64
NOV
NOV
$5.61B
$479K 0.46%
14,224
MAR icon
65
Marriott International
MAR
$75.4B
$472K 0.45%
7,106
WAB icon
66
Wabtec
WAB
$34.8B
$470K 0.45%
6,698
ANSS
67
DELISTED
Ansys
ANSS
$467K 0.44%
5,150
CERN
68
DELISTED
Cerner Corp
CERN
$464K 0.44%
7,917
HD icon
69
Home Depot
HD
$367B
$460K 0.44%
3,602
CSCO icon
70
Cisco
CSCO
$280B
$457K 0.44%
+15,914
IQV icon
71
IQVIA
IQV
$35.9B
$455K 0.43%
+6,960
ESS icon
72
Essex Property Trust
ESS
$16.5B
$454K 0.43%
1,990
PII icon
73
Polaris
PII
$3.66B
$453K 0.43%
5,542
USB icon
74
US Bancorp
USB
$72.8B
$450K 0.43%
11,164
ACN icon
75
Accenture
ACN
$150B
$445K 0.42%
+3,926
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3
4 5