Eagle Capital Management (New York)

Eagle Capital Management (New York) Portfolio holdings

AUM $32.1B
1-Year Est. Return 18.11%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$25.9B
AUM Growth
+$644M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1
+$260M
2
+$242M
3
+$123M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$30.3M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$29.2M

Top Sells

1
+$142M
2
+$105M
3
+$86.7M
4
FIS icon
Fidelity National Information Services
FIS
+$68.3M
5
WMT icon
Walmart Inc
WMT
+$22.6M

Sector Composition

1 Financials 26.72%
2 Communication Services 15.64%
3 Consumer Staples 15.45%
4 Technology 12.66%
5 Healthcare 8.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$284K ﹤0.01%
+4,400
52
$237K ﹤0.01%
2,500
53
$233K ﹤0.01%
7,090
54
$213K ﹤0.01%
8,900
55
– –
-5,059
56
– –
-21,100
1 2
3