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
$4.11M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3
New
Increased
Reduced
Closed

Top Buys

1 +$2.03M
2 +$1.05M
3 +$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 Change
in Stake
Capital Flow
PM icon
1
Philip Morris
PM
$231B
$2.03M 49.48%
+20,000
EXR icon
2
Extra Space Storage
EXR
$28.2B
$1.05M 25.66%
+11,400
PSA icon
3
Public Storage
PSA
$48.9B
$1.02M 24.86%
+4,000