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
$20.1B
AUM Growth
+$1.14B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
39
New
Increased
Reduced
Closed

Top Buys

1
+$459M
2
+$240M
3
+$216M
4
ADI icon
Analog Devices
ADI
+$184M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$161M

Top Sells

1
+$614M
2
+$257M
3
+$202M
4
META icon
Meta Platforms (Facebook)
META
+$190M
5
DHI icon
D.R. Horton
DHI
+$175M

Sector Composition

1 Communication Services 36.29%
2 Consumer Discretionary 15.58%
3 Financials 14.81%
4 Industrials 12.62%
5 Technology 10.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$2.21B 10.99%
17,638,060
+1,284,380
2
$1.51B 7.53%
19,682,671
+2,807,736
3
$1.36B 6.77%
5,027,497
-949,844
4
$1.27B 6.29%
7,355,880
+1,395,040
5
$1.26B 6.26%
1,744,153
+30,236
6
$1.02B 5.09%
31,948,068
+3,687,390
7
$1.02B 5.08%
4,369,854
+17,929
8
$963M 4.79%
6,648,425
-573,072
9
$942M 4.68%
3,258,404
+11,372
10
$939M 4.67%
16,110,907
-3,464,977
11
$855M 4.25%
2,458,744
-546,902
12
$843M 4.19%
2,104,602
+235,023
13
$794M 3.95%
1,502,391
-40,435
14
$753M 3.74%
8,327,783
-1,935,851
15
$578M 2.88%
10,144,500
+693,864
16
$459M 2.28%
+6,305,043
17
$437M 2.17%
1,500,614
+6,524
18
$434M 2.16%
7,323,877
+31,704
19
$311M 1.55%
1,809,269
+1,067,146
20
$299M 1.49%
818,262
+3,098
21
$281M 1.4%
1,925,260
+866,680
22
$230M 1.14%
3,249,911
-1,830,246
23
$206M 1.03%
1,279,095
-670,172
24
$206M 1.02%
6,036,046
-1,011,877
25
$193M 0.96%
2,871,017
-800,881
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