ECM

Engle Capital Management Portfolio holdings

AUM $332M
1-Year Est. Return 67.15%
This Quarter Est. Return
1 Year Est. Return
+67.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$340M
AUM Growth
+$44.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1 +$44.9M
2 +$12.9M
3 +$12.6M
4
AER icon
AerCap
AER
+$12.3M
5
AZEK
The AZEK Co
AZEK
+$10.3M

Top Sells

1 +$19.2M
2 +$17.3M
3 +$13.8M
4
PWR icon
Quanta Services
PWR
+$10.7M
5
KKR icon
KKR & Co
KKR
+$9.95M

Sector Composition

1 Consumer Discretionary 28.22%
2 Industrials 24.14%
3 Financials 15.89%
4 Utilities 13.19%
5 Technology 13.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-161,000
27
-25,000