EC

Everest Capital Portfolio holdings

AUM $5.95M
This Fund
S&P 500
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 +$25.6M
2 +$21.5M
3 +$15.3M
4
NTES icon
NetEase
NTES
+$12.9M
5
PSMT icon
Pricesmart
PSMT
+$10.8M

Top Sells

1 +$21.4M
2 +$12.5M
3 +$10.1M
4
BAC icon
Bank of America
BAC
+$9.22M
5
GNW icon
Genworth Financial
GNW
+$5.87M

Sector Composition

1 Materials 34.93%
2 Industrials 9.71%
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