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
$13.5B
AUM Growth
+$3.79B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
32
New
Increased
Reduced
Closed

Top Buys

1
+$650M
2
+$437M
3
+$428M
4
BABA icon
Alibaba
BABA
+$371M
5
UNH icon
UnitedHealth
UNH
+$303M

Top Sells

1
+$263M
2
+$197M
3
+$194M
4
AXP icon
American Express
AXP
+$170M
5
SPGI icon
S&P Global
SPGI
+$124M

Sector Composition

1 Communication Services 29.03%
2 Consumer Discretionary 21.22%
3 Technology 14.25%
4 Industrials 13.5%
5 Financials 10.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$95.4M 0.71%
+3,619,000
27
$79.2M 0.59%
988,184
-505,876
28
$75.3M 0.56%
+3,124,490
29
– –
-1,981,715
30
– –
-2,009,991
31
– –
-505,106
32
– –
-1,818,421
1
2