EMC

Everest Management Corp Portfolio holdings

AUM $179M
1-Year Est. Return 24.76%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.76%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$139M
AUM Growth
+$29.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
68
New
Increased
Reduced
Closed

Top Buys

1
+$6.92M
2
+$1.34M
3
+$1.23M
4
INTU icon
Intuit
INTU
+$1.12M
5
AAPL icon
Apple
AAPL
+$1.1M

Top Sells

1
+$1.38M
2
+$1.17M
3
+$674K
4
MSFT icon
Microsoft
MSFT
+$329K
5
PG icon
Procter & Gamble
PG
+$221K

Sector Composition

1 Technology 13.73%
2 Communication Services 12.73%
3 Financials 3.11%
4 Consumer Discretionary 1.71%
5 Consumer Staples 0.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.02M 0.74%
10,283
27
$966K 0.69%
+9,245
28
$929K 0.67%
1,259
+80
29
$929K 0.67%
3,407
-490
30
$838K 0.6%
23,566
+559
31
$733K 0.53%
14,495
+165
32
$714K 0.51%
1,628
33
$670K 0.48%
+22,730
34
$598K 0.43%
11,622
-833
35
$595K 0.43%
1,872
+124
36
$539K 0.39%
10,882
37
$531K 0.38%
9,607
+4,095
38
$481K 0.35%
991
+47
39
$475K 0.34%
1,639
+175
40
$474K 0.34%
+1,117
41
$428K 0.31%
+1,259
42
$402K 0.29%
3,000
+320
43
$395K 0.28%
399
+23
44
$383K 0.28%
3,745
+50
45
$367K 0.26%
+13,853
46
$352K 0.25%
570
+2
47
$335K 0.24%
430
+4
48
$315K 0.23%
+1,002
49
$293K 0.21%
522
+59
50
$276K 0.2%
+1,947
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