EMC

Everest Management Corp Portfolio holdings

AUM $139M
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$114M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
50
New
Increased
Reduced
Closed

Top Buys

1
+$41.2M
2
+$9.16M
3
+$5.98M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$5.47M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$4.96M

Top Sells

No sells this quarter

Sector Composition

1 Technology 16.08%
2 Communication Services 13.1%
3 Financials 2.13%
4 Consumer Discretionary 1.57%
5 Consumer Staples 0.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$746K 0.66%
+2,230
27
$668K 0.59%
+1,627
28
$556K 0.49%
+1,376
29
$535K 0.47%
+913
30
$534K 0.47%
+10,882
31
$486K 0.43%
+9,497
32
$401K 0.35%
+3,630
33
$378K 0.33%
+413
34
$367K 0.32%
+810
35
$332K 0.29%
+567
36
$328K 0.29%
+1,367
37
$292K 0.26%
+378
38
$270K 0.24%
+5,512
39
$268K 0.24%
+1,486
40
$266K 0.23%
+1,437
41
$247K 0.22%
+420
42
$244K 0.22%
+2,408
43
$239K 0.21%
+385
44
$239K 0.21%
+4,074
45
$230K 0.2%
+4,586
46
$216K 0.19%
+411
47
$213K 0.19%
+8,585
48
$213K 0.19%
+439
49
$213K 0.19%
+529
50
$212K 0.19%
+238
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