Eagle Capital Management (New York)

Eagle Capital Management (New York) Portfolio holdings

AUM $30.3B
1-Year Est. Return 15.43%
This Quarter Est. Return
1 Year Est. Return
+15.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$31.5B
AUM Growth
+$3.6B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1
+$417M
2
+$15.1M
3
+$9.82M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$9.7M
5
WWD icon
Woodward
WWD
+$3.79M

Top Sells

1
+$422M
2
+$222M
3
+$134M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$128M
5
MSFT icon
Microsoft
MSFT
+$123M

Sector Composition

1 Communication Services 33.23%
2 Financials 27.42%
3 Consumer Discretionary 16.51%
4 Technology 8.34%
5 Industrials 7.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$340K ﹤0.01%
2,824
52
$249K ﹤0.01%
+8,639
53
$224K ﹤0.01%
+5,600
54
$54K ﹤0.01%
12,439
-4,904,817
55
– –
-7,653
56
– –
-1,069,351
57
– –
-5,145,989
1 2
3