ECU

Egerton Capital (UK) Portfolio holdings

AUM $9.2B
1-Year Est. Return 32.52%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+32.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$19B
AUM Growth
-$2.47B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
38
New
Increased
Reduced
Closed

Top Buys

1
+$388M
2
+$362M
3
+$299M
4
AMZN icon
Amazon
AMZN
+$278M
5
AMAT icon
Applied Materials
AMAT
+$275M

Top Sells

1
+$577M
2
+$483M
3
+$398M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$371M
5
META icon
Meta Platforms (Facebook)
META
+$255M

Sector Composition

1 Industrials 24.29%
2 Financials 18.48%
3 Consumer Discretionary 17.81%
4 Communication Services 15.53%
5 Technology 12.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$50.7M 0.27%
+11,341
27
$41.1M 0.22%
223,611
-638,495
28
$34.7M 0.18%
1,244,940
-86,873
29
$20.6M 0.11%
+440,950
30
– –
-595,319
31
– –
-2,178,812
32
– –
-756,710
33
– –
-758,612
34
– –
-6,604,640
35
– –
-210,446
36
– –
-4,188,420
37
– –
-3,032,339
38
– –
-4,834,695
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