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
1
$1.19B 8.81%
8,592,980
-32,960
2
$1.13B 8.4%
2,216,851
+125,524
3
$929M 6.9%
4,306,251
+1,722,018
4
$837M 6.22%
2,836,863
+1,028,819
5
$833M 6.19%
4,092,387
+57,306
6
$799M 5.93%
15,644,275
-347,995
7
$650M 4.83%
+3,728,605
8
$633M 4.7%
1,391,151
-83,340
9
$599M 4.45%
2,635,766
+162,661
10
$596M 4.43%
2,810,613
-79,596
11
$590M 4.38%
3,489,828
-165,785
12
$559M 4.15%
7,911,400
-451,120
13
$518M 3.85%
9,335,737
+3,361,890
14
$499M 3.71%
1,146,443
-444,928
15
$437M 3.25%
+4,200,400
16
$428M 3.18%
+2,524,955
17
$371M 2.76%
3,801,668
-2,694,178
18
$276M 2.05%
2,577,169
-1,717
19
$273M 2.03%
5,449,768
-1,580,967
20
$240M 1.78%
7,759,541
+2,675,846
21
$217M 1.61%
3,828,926
-1,347,784
22
$215M 1.6%
+2,830,922
23
$162M 1.21%
549,112
-185,926
24
$129M 0.96%
10,694,335
+1,209,159
25
$106M 0.79%
2,082,969
-898,887
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