Eagle Capital Management (New York)

Eagle Capital Management (New York) Portfolio holdings

AUM $31.4B
1-Year Est. Return 17.19%
This Quarter Est. Return
1 Year Est. Return
+17.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$23.6B
AUM Growth
+$444M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
62
New
Increased
Reduced
Closed

Top Buys

1
+$149M
2
+$114M
3
+$27M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$5.22M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$4.71M

Top Sells

1
+$192M
2
+$131M
3
+$105M
4
C icon
Citigroup
C
+$104M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$90.1M

Sector Composition

1 Financials 35.41%
2 Communication Services 19.59%
3 Technology 14.89%
4 Consumer Discretionary 8.61%
5 Healthcare 6.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$448K ﹤0.01%
2,824
52
$293K ﹤0.01%
10,938
-6,455
53
$281K ﹤0.01%
5,600
54
$273K ﹤0.01%
4,300
55
$231K ﹤0.01%
15,918
-13,235
56
$215K ﹤0.01%
18,750
57
$211K ﹤0.01%
+5,059
58
– –
-10,700
59
– –
-4,252
60
– –
-5,327
61
– –
-21,000
1 2
3