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
$27.9B
AUM Growth
+$520M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1
+$422M
2
+$306M
3
+$283M
4
AON icon
Aon
AON
+$254M
5
ELV icon
Elevance Health
ELV
+$114M

Top Sells

1
+$817M
2
+$391M
3
+$283M
4
LBTYK icon
Liberty Global Class C
LBTYK
+$197M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$188M

Sector Composition

1 Communication Services 34.6%
2 Financials 26.5%
3 Consumer Discretionary 16.53%
4 Technology 9.35%
5 Healthcare 6.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$363K ﹤0.01%
13,200
52
$329K ﹤0.01%
2,824
53
$225K ﹤0.01%
+7,653
54
– –
-10,000
55
– –
-5,600
56
– –
-29,730
57
– –
-8,639
1 2
3