ECM

EagleClaw Capital Management Portfolio holdings

AUM $715M
1-Year Est. Return 23.75%
This Quarter Est. Return
1 Year Est. Return
+23.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$147M
AUM Growth
+$7K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$686K
2
+$673K
3
+$449K
4
CBI
Chicago Bridge & Iron Nv
CBI
+$418K
5
FHI icon
Federated Hermes
FHI
+$334K

Top Sells

1
+$690K
2
+$474K
3
+$288K
4
DNOW icon
DNOW Inc
DNOW
+$284K
5
WMT icon
Walmart Inc. Common Stock
WMT
+$249K

Sector Composition

1 Industrials 21.14%
2 Healthcare 14.42%
3 Financials 12.73%
4 Consumer Discretionary 11.93%
5 Technology 11.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-63,211
102
– –
-12,550
103
– –
-8,200
104
– –
-6,566
105
– –
-9,900
106
– –
-1,300
107
– –
-7,783
108
– –
-6,349
1 2 3 4
5