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
$179M
AUM Growth
+$22.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
71
New
Increased
Reduced
Closed

Top Buys

1
+$19M
2
+$3.77M
3
+$2.09M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.05M
5
CSCO icon
Cisco
CSCO
+$789K

Top Sells

1
+$3.96M
2
+$1.74M
3
+$1.43M
4
AAPL icon
Apple
AAPL
+$1.39M
5
AVGO icon
Broadcom
AVGO
+$1.18M

Sector Composition

1 Communication Services 15.59%
2 Technology 11.93%
3 Consumer Discretionary 3.47%
4 Financials 2.4%
5 Healthcare 0.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IVW icon
51
iShares S&P 500 Growth ETF
IVW
$63.2B
$297K 0.17%
2,408
DFAX icon
52
Dimensional World ex US Core Equity 2 ETF
DFAX
$10.8B
$281K 0.16%
8,585
XOM icon
53
Exxon Mobil
XOM
$630B
$280K 0.16%
2,330
+42
MA icon
54
Mastercard
MA
$466B
$271K 0.15%
475
-58
EWX icon
55
State Street SPDR S&P Emerging Markets Small Cap ETF
EWX
$711M
$267K 0.15%
4,074
SCHF icon
56
Schwab International Equity ETF
SCHF
$58.3B
$254K 0.14%
10,550
ABBV icon
57
AbbVie
ABBV
$407B
$242K 0.14%
1,061
-76
JNJ icon
58
Johnson & Johnson
JNJ
$579B
$242K 0.13%
1,169
-199
PLTR icon
59
Palantir
PLTR
$376B
$239K 0.13%
1,344
+129
MU icon
60
Micron Technology
MU
$417B
$234K 0.13%
+819
NFLX icon
61
Netflix
NFLX
$418B
$225K 0.13%
2,401
-629
BAC icon
62
Bank of America
BAC
$349B
$222K 0.12%
4,037
-136
SNPS icon
63
Synopsys
SNPS
$83.8B
$211K 0.12%
449
-17
VV icon
64
Vanguard Large-Cap ETF
VV
$46.5B
– –
-762
VXF icon
65
Vanguard Extended Market ETF
VXF
$25.2B
– –
-1,064
GE icon
66
GE Aerospace
GE
$339B
– –
-681
HD icon
67
Home Depot
HD
$356B
– –
-615
IWB icon
68
iShares Russell 1000 ETF
IWB
$45.3B
– –
-1,259
IWF icon
69
iShares Russell 1000 Growth ETF
IWF
$116B
– –
-1,117
SCHX icon
70
Schwab US Large- Cap ETF
SCHX
$62.9B
– –
-54,462
UNH icon
71
UnitedHealth
UNH
$260B
– –
-598
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