ECU

Egerton Capital (UK) Portfolio holdings

AUM $9.75B
1-Year Est. Return 38.97%
This Quarter Est. Return
1 Year Est. Return
+38.97%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.47B
AUM Growth
+$970M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
31
New
Increased
Reduced
Closed

Top Buys

1 +$602M
2 +$262M
3 +$251M
4
ONIT
Onity Group
ONIT
+$250M
5
MCO icon
Moody's
MCO
+$201M

Top Sells

1 +$688M
2 +$348M
3 +$92M
4
BAC icon
Bank of America
BAC
+$85.9M
5
AN icon
AutoNation
AN
+$75.3M

Sector Composition

1 Financials 38.27%
2 Communication Services 26.75%
3 Technology 12.05%
4 Consumer Discretionary 11.64%
5 Industrials 4.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$31.3M 0.57%
420,000
-1,235,770
27
$11M 0.2%
436,624
-41,586
28
-6,677,554
29
-108,430
30
-651,044
31
-21,120,296