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ECU
Egerton Capital (UK) Portfolio holdings
AUM
$9.01B
1-Year Est. Return
30.26%
This Fund
S&P 500
This Quarter
Est. Return
-0.75%
1 Year Est. Return
+30.26%
3 Year Est. Return
+123.41%
5 Year Est. Return
+167.33%
10 Year Est. Return
+1,140.74%
AUM
$9.01B
AUM Growth
-$190M
(-2.1%)
Cap. Flow
+$152M
Cap. Flow
% of AUM
1.68%
Top 10 Holdings %
Top 10 Hldgs %
68.67%
Holding
30
New
7
Increased
9
Reduced
8
Closed
6
Top Buys
| 1 |
Alphabet (Google) Class C
GOOG
|
+$748M |
| 2 |
Linde
LIN
|
+$504M |
| 3 |
NVIDIA
NVDA
|
+$491M |
| 4 |
Moody's
MCO
|
+$365M |
| 5 |
Devon Energy
DVN
|
+$280M |
Top Sells
| 1 |
Microsoft
MSFT
|
+$846M |
| 2 |
Amazon
AMZN
|
+$777M |
| 3 |
Boston Scientific
BSX
|
+$513M |
| 4 |
Capital One
COF
|
+$501M |
| 5 |
Wynn Resorts
WYNN
|
+$249M |
Sector Composition
| 1 | Financials | 34.61% |
| 2 | Materials | 14.44% |
| 3 | Technology | 12.92% |
| 4 | Communication Services | 11.92% |
| 5 | Industrials | 10.24% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
26
Capital One
COF
$131B
| – | – |
-2,069,130
| Closed | -$501M |
|
27
LPL Financial
LPLA
$26.5B
| – | – |
-254,813
| Closed | -$91M |
|
|
28
Microsoft
MSFT
$2.98T
| – | – |
-1,748,656
| Closed | -$846M |
|
29
Seagate
STX
$169B
| – | – |
-729,325
| Closed | -$201M |
|
|
30
Wynn Resorts
WYNN
$10.2B
| – | – |
-2,069,751
| Closed | -$249M |
|
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