EGM

Espalier Global Management Portfolio holdings

AUM $308M
1-Year Est. Return 13.61%
This Quarter Est. Return
1 Year Est. Return
+13.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$562M
AUM Growth
+$241K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1
+$17.6M
2
+$13.4M
3
+$12.7M
4
INTC icon
Intel
INTC
+$11.5M
5
NWSA icon
News Corp Class A
NWSA
+$11.2M

Top Sells

1
+$28.3M
2
+$16.6M
3
+$14.2M
4
CSCO icon
Cisco
CSCO
+$13.4M
5
NWSA
NEWS CORPORATION CL-A
NWSA
+$12.7M

Sector Composition

1 Financials 28.91%
2 Technology 22.86%
3 Communication Services 10.75%
4 Industrials 7.91%
5 Energy 7.38%
Name Market Value Portfolio Weight Shares or Principal Change
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