ECM
Estuary Capital Management Portfolio holdings
AUM
$598M
1-Year Est. Return
1.72%
This Fund
S&P 500
1 Year Est. Return
+1.72%
AUM
$562M
AUM Growth
-$776K
(-0.14%)
Holding
31
Top Buys
| 1 | +$38.1M | |
| 2 | +$37.7M | |
| 3 | +$37.5M | |
| 4 |
Amazon
AMZN
|
+$36.3M |
| 5 |
NVIDIA
NVDA
|
+$36.2M |
Top Sells
| 1 | +$48.9M | |
| 2 | +$48.3M | |
| 3 | +$47.4M | |
| 4 |
UnitedHealth
UNH
|
+$42.4M |
| 5 |
Cooper Companies
COO
|
+$41.3M |
Sector Composition
| 1 | Technology | 39.47% |
| 2 | Industrials | 25.98% |
| 3 | Consumer Discretionary | 21.32% |
| 4 | Materials | 5.43% |
| 5 | Healthcare | 4.24% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
CACI
CACI
$11.7B
| – | – |
-75,157
|
|
||
27
Dollar Tree
DLTR
$20.9B
| – | – |
-518,353
|
|
||
28
QuidelOrtho
QDEL
$977M
| – | – |
-970,886
|
|
||
29
U-Haul Holding Co
UHAL
$10.9B
| – | – |
-214,200
|
|
||
30
Universal Health Services
UHS
$8.79B
| – | – |
-104,499
|
|
||
|
31
UnitedHealth
UNH
$363B
| – | – |
-122,935
|
|