EC

Everest Capital Portfolio holdings

AUM $5.95M
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$340M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
37
New
Increased
Reduced
Closed

Top Buys

1
+$124M
2
+$38.9M
3
+$30.4M
4
PSMT icon
Pricesmart
PSMT
+$27.1M
5
C icon
Citigroup
C
+$21.4M

Top Sells

No sells this quarter

Sector Composition

1 Materials 37.5%
2 Financials 13.41%
3 Industrials 12.41%
4 Technology 8.96%
5 Communication Services 8.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.11M 0.16%
+1,200
27
$1.08M 0.16%
+82,100
28
$1.05M 0.15%
+8,520
29
$865K 0.13%
+22,200
30
$865K 0.13%
+51,400
31
$846K 0.12%
+35,000
32
$839K 0.12%
+50,700
33
$829K 0.12%
+16,100
34
$822K 0.12%
+20,500
35
$803K 0.12%
+8,900
36
– –
0
37
– –
0
1
2