ECM
EMC Capital Management Portfolio holdings
AUM
$185M
This Quarter Return
+14.85%
1 Year Return
+13.89%
3 Year Return
+62.58%
5 Year Return
–
10 Year Return
–
AUM
$150M
AUM Growth
+$150M
(+9.9%)
Cap. Flow
-$4.67M
Cap. Flow
% of AUM
-3.12%
Top 10 Holdings %
Top 10 Hldgs %
58.52%
Holding
291
New
3
Increased
11
Reduced
18
Closed
12
Top Buys
| 1 |
Vanguard S&P 500 ETF
VOO
|
$407K |
| 2 |
AXIS Capital
AXS
|
$376K |
| 3 |
NVIDIA
NVDA
|
$248K |
| 4 |
BILL Holdings
BILL
|
$163K |
| 5 |
iShares Russell 2000 ETF
IWM
|
$141K |
Top Sells
| 1 |
Microsoft
MSFT
|
$1.51M |
| 2 |
TRTN
Triton International Limited
TRTN
|
$596K |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
$428K |
| 4 |
Advanced Micro Devices
AMD
|
$370K |
| 5 |
MongoDB
MDB
|
$327K |
Sector Composition
| 1 | Consumer Discretionary | 16.56% |
| 2 | Communication Services | 10.51% |
| 3 | Financials | 9.08% |
| 4 | Technology | 8.35% |
| 5 | Industrials | 6.84% |
