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
$100M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$4.19M
2
+$3.94M
3
+$3.57M
4
CMCSA icon
Comcast
CMCSA
+$3.19M
5
DHR icon
Danaher
DHR
+$3.15M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 15.67%
2 Financials 14.98%
3 Technology 11.62%
4 Communication Services 11.35%
5 Consumer Staples 10.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$4.19M 4.19%
+81,835
2
$3.94M 3.94%
+101,420
3
$3.57M 3.57%
+85,331
4
$3.19M 3.18%
+112,936
5
$3.15M 3.15%
+50,510
6
$3.12M 3.12%
+19,323
7
$3.03M 3.02%
+85,412
8
$2.98M 2.98%
+9,857
9
$2.95M 2.95%
+29,189
10
$2.84M 2.84%
+8,348
11
$2.77M 2.77%
+31,382
12
$2.73M 2.73%
+45,472
13
$2.72M 2.72%
+53,045
14
$2.68M 2.68%
+37,862
15
$2.65M 2.64%
+28,674
16
$2.57M 2.57%
+18,452
17
$2.53M 2.53%
+37,546
18
$2.44M 2.44%
+44,873
19
$2.43M 2.42%
+104,298
20
$2.2M 2.2%
+9,781
21
$2.14M 2.13%
+45,884
22
$1.99M 1.98%
+13,717
23
$1.62M 1.62%
+30,242
24
$639K 0.64%
+18,900
25
$592K 0.59%
+10,673
1
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