Eagle Capital Management (New York) Portfolio holdings
AUM
$31.4B
1-Year Est. Return
17.19%
1 Year Est. Return
+17.19%
AUM
$31.4B
AUM Growth
+$1.09B
(+3.6%)
Holding
56
Top Buys
| 1 | +$659M | |
| 2 | +$461M | |
| 3 | +$310M | |
| 4 |
Lennar Class A
LEN
|
+$52.7M |
| 5 |
UnitedHealth
UNH
|
+$14.8M |
Top Sells
| 1 | +$441M | |
| 2 | +$340M | |
| 3 | +$200M | |
| 4 |
Shell
SHEL
|
+$191M |
| 5 |
Woodward
WWD
|
+$164M |
Sector Composition
| 1 | Technology | 27.01% |
| 2 | Communication Services | 14.82% |
| 3 | Healthcare | 14.75% |
| 4 | Consumer Discretionary | 13.62% |
| 5 | Energy | 8.39% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
GE HealthCare
GEHC
$36.2B
| $911K | ﹤0.01% |
12,135
|
|
||
52
IBM
IBM
$283B
| $762K | ﹤0.01% |
2,700
|
|
||
53
JPMorgan Chase
JPM
$844B
| $402K | ﹤0.01% |
1,273
+164
|
|
||
54
Walt Disney
DIS
$188B
| $382K | ﹤0.01% |
3,337
+209
|
|
||
55
LyondellBasell Industries
LYB
$15.4B
| $216K | ﹤0.01% |
4,395
|
|
||
56
Occidental Petroleum
OXY
$41.9B
| – | – |
-82,030
|
|