EC
Everest Capital Portfolio holdings
AUM
$5.95M
This Quarter Return
-0.26%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$4.11M
AUM Growth
–
Cap. Flow
+$4.11M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
100%
Holding
3
New
3
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Philip Morris
PM
|
$2.03M |
| 2 |
Extra Space Storage
EXR
|
$1.06M |
| 3 |
Public Storage
PSA
|
$1.02M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Real Estate | 50.52% |
| 2 | Consumer Staples | 49.48% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Philip Morris
PM
$260B
| $2.03M | 49.48% | +20,000 | New | +$2.03M |
|
|
2
Extra Space Storage
EXR
$30.5B
| $1.06M | 25.66% | +11,400 | New | +$1.06M |
|
|
3
Public Storage
PSA
$51.7B
| $1.02M | 24.86% | +4,000 | New | +$1.02M |
|