EMC
Everest Management Corp Portfolio holdings
AUM $110M
AUM
$110M
AUM Growth
-$3.86M (-3%)
Cap. Flow
+$10.4M
Cap. Flow % of AUM
9.52%
Top 10 Holdings %Top 10 Hldgs %
71.46%
Holding
56
New
6
Increased
27
Reduced
5
Closed
5
Top Buys
| 1 | $2.74M | |
| 2 | $2.11M | |
| 3 | $1.83M | |
| 4 | $674K | |
| 5 | $616K |
Top Sells
| 1 | $473K | |
| 2 | $352K | |
| 3 | $83.7K | |
| 4 | $36.5K | |
| 5 | $35K |
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 | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $201K | 0.18% | 383 | New | +$201K | |||
| $0 | 0% | 0 -9,519 | Closed | – | |||
| $0 | 0% | 0 -1,437 | Closed | – | |||
| $0 | 0% | 0 -529 | Closed | – | |||
| $0 | 0% | 0 -439 | Closed | – | |||
| $0 | 0% | 0 -1,486 | Closed | – |
