ECU

Egerton Capital (UK) Portfolio holdings

AUM $9.48B
1-Year Est. Return 29.52%
This Quarter Est. Return
1 Year Est. Return
+29.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$8.67B
AUM Growth
+$19.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
32
New
Increased
Reduced
Closed

Top Buys

1
+$345M
2
+$330M
3
+$203M
4
LPLA icon
LPL Financial
LPLA
+$201M
5
LLY icon
Eli Lilly
LLY
+$175M

Top Sells

1
+$357M
2
+$322M
3
+$204M
4
GE icon
GE Aerospace
GE
+$182M
5
MSFT icon
Microsoft
MSFT
+$161M

Sector Composition

1 Financials 41.64%
2 Consumer Discretionary 14.88%
3 Technology 13.16%
4 Industrials 11.46%
5 Communication Services 7.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$74.2M 0.86%
2,232,986
-48,036
27
$71.6M 0.83%
2,075,126
+916,054
28
– –
-12,235
29
– –
-3,634,426
30
– –
-4,572,382
31
– –
-316,845
32
– –
-1,294,662
1
2