EC
EMS Capital Portfolio holdings
AUM
$942M
This Quarter Return
+0.81%
1 Year Return
+17.75%
3 Year Return
+223.43%
5 Year Return
+487.04%
10 Year Return
–
AUM
$1.13B
AUM Growth
+$1.13B
(-11%)
Cap. Flow
-$106M
Cap. Flow
% of AUM
-9.37%
Top 10 Holdings %
Top 10 Hldgs %
85.64%
Holding
26
New
3
Increased
2
Reduced
3
Closed
9
Top Buys
| 1 |
Palo Alto Networks
PANW
|
$82.1M |
| 2 |
Nike
NKE
|
$58.1M |
| 3 |
Salesforce
CRM
|
$54.2M |
| 4 |
Peloton Interactive
PTON
|
$14.9M |
| 5 |
European Wax Center
EWCZ
|
$566K |
Top Sells
| 1 |
Amazon
AMZN
|
$59.7M |
| 2 |
Uber
UBER
|
$45.8M |
| 3 |
Applied Materials
AMAT
|
$40.7M |
| 4 |
TSMC
TSM
|
$37.8M |
| 5 |
Match Group
MTCH
|
$36.9M |
Sector Composition
| 1 | Technology | 25.11% |
| 2 | Consumer Discretionary | 24.29% |
| 3 | Communication Services | 22% |
| 4 | Real Estate | 10.35% |
| 5 | Consumer Staples | 9.38% |