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
$445M
AUM Growth
+$105M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1 +$27.5M
2 +$20.9M
3 +$20.2M
4
NTES icon
NetEase
NTES
+$13.7M
5
PSMT icon
Pricesmart
PSMT
+$11.4M

Top Sells

1 +$21.4M
2 +$12.4M
3 +$12M
4
BAC icon
Bank of America
BAC
+$8.92M
5
GNW icon
Genworth Financial
GNW
+$5.87M

Sector Composition

1 Materials 34.93%
2 Industrials 9.57%
3 Consumer Staples 9.45%
4 Consumer Discretionary 9.38%
5 Technology 9.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-50,700