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
$35B
AUM Growth
+$2.59B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
66
New
Increased
Reduced
Closed

Top Buys

1
+$693M
2
+$529M
3
+$329M
4
ELV icon
Elevance Health
ELV
+$155M
5
META icon
Meta Platforms (Facebook)
META
+$150M

Top Sells

1
+$476M
2
+$465M
3
+$370M
4
WFC icon
Wells Fargo
WFC
+$366M
5
GM icon
General Motors
GM
+$191M

Sector Composition

1 Communication Services 36.35%
2 Financials 26.84%
3 Consumer Discretionary 15.18%
4 Technology 8.22%
5 Healthcare 6.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$495K ﹤0.01%
13,333
52
$435K ﹤0.01%
+5,595
53
$396K ﹤0.01%
2,824
54
$368K ﹤0.01%
+1,853
55
$359K ﹤0.01%
+6,387
56
$341K ﹤0.01%
5,600
57
$312K ﹤0.01%
+4,943
58
$277K ﹤0.01%
+1,667
59
$267K ﹤0.01%
8,496
60
$252K ﹤0.01%
8,600
61
$227K ﹤0.01%
+712
62
– –
-4,178
63
– –
-66,000
64
– –
-15,526
65
– –
-8,698
66
– –
-8,639
1 2
3