EMC

Everest Management Corp Portfolio holdings

AUM $157M
1-Year Est. Return 23.24%
This Quarter Est. Return
1 Year Est. Return
+23.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$110M
AUM Growth
-$3.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$2.74M
2
+$2.11M
3
+$1.83M
4
CSCO icon
Cisco
CSCO
+$674K
5
MSFT icon
Microsoft
MSFT
+$616K

Top Sells

1
+$5.98M
2
+$473K
3
+$352K
4
ZS icon
Zscaler
ZS
+$268K
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$266K

Sector Composition

1 Communication Services 13.91%
2 Technology 12.8%
3 Financials 2.61%
4 Consumer Discretionary 1.53%
5 Consumer Staples 0.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$680K 0.62%
1,179
+266
27
$674K 0.61%
+10,916
28
$639K 0.58%
12,455
+2,958
29
$604K 0.55%
1,628
+1
30
$531K 0.48%
10,882
31
$503K 0.46%
944
+134
32
$453K 0.41%
1,748
+372
33
$359K 0.33%
1,464
+97
34
$356K 0.32%
376
-37
35
$352K 0.32%
426
+48
36
$318K 0.29%
568
+1
37
$286K 0.26%
3,695
+65
38
$271K 0.25%
+2,282
39
$266K 0.24%
5,512
40
$254K 0.23%
463
+52
41
$250K 0.23%
2,680
+300
42
$236K 0.22%
420
43
$231K 0.21%
4,074
44
$228K 0.21%
4,601
+15
45
$225K 0.21%
8,585
46
$224K 0.2%
2,408
47
$221K 0.2%
+1,295
48
$219K 0.2%
+1,044
49
$209K 0.19%
385
50
$201K 0.18%
+2,287
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