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
$8.22B
AUM Growth
-$598M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
30
New
Increased
Reduced
Closed

Top Buys

1 +$450M
2 +$155M
3 +$96.2M
4
MS icon
Morgan Stanley
MS
+$94M
5
SPGI icon
S&P Global
SPGI
+$80M

Top Sells

1 +$335M
2 +$269M
3 +$266M
4
V icon
Visa
V
+$225M
5
META icon
Meta Platforms (Facebook)
META
+$174M

Sector Composition

1 Communication Services 36.16%
2 Financials 31.03%
3 Industrials 8.35%
4 Consumer Discretionary 7.4%
5 Materials 6.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$47.3M 0.57%
1,572,203
-29,525
27
$14.3M 0.17%
+360,075
28
-1,156,225
29
-1,586,598
30
-916,701