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
$139M
AUM Growth
+$29.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
68
New
Increased
Reduced
Closed

Top Buys

1
+$7.49M
2
+$1.33M
3
+$1.3M
4
INTU icon
Intuit
INTU
+$1.3M
5
AAPL icon
Apple
AAPL
+$1.12M

Top Sells

1
+$1.76M
2
+$1.17M
3
+$674K
4
MSFT icon
Microsoft
MSFT
+$377K
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
IVW icon
51
iShares S&P 500 Growth ETF
IVW
$65.8B
$265K 0.19%
2,408
IVV icon
52
iShares Core S&P 500 ETF
IVV
$660B
$261K 0.19%
420
VGT icon
53
Vanguard Information Technology ETF
VGT
$109B
$255K 0.18%
385
EWX icon
54
SPDR S&P Emerging Markets Small Cap ETF
EWX
$774M
$253K 0.18%
4,074
DFAX icon
55
Dimensional World ex US Core Equity 2 ETF
DFAX
$9.58B
$252K 0.18%
8,585
WMT icon
56
Walmart
WMT
$859B
$249K 0.18%
2,546
+259
SNPS icon
57
Synopsys
SNPS
$83.1B
$244K 0.18%
+475
VEA icon
58
Vanguard FTSE Developed Markets ETF
VEA
$178B
$242K 0.17%
+4,250
XOM icon
59
Exxon Mobil
XOM
$479B
$241K 0.17%
2,238
-44
VTEB icon
60
Vanguard Tax-Exempt Bond Index Fund
VTEB
$39.8B
$227K 0.16%
4,624
+23
VV icon
61
Vanguard Large-Cap ETF
VV
$46B
$217K 0.16%
+762
IEMG icon
62
iShares Core MSCI Emerging Markets ETF
IEMG
$112B
$217K 0.16%
+3,616
HD icon
63
Home Depot
HD
$390B
$214K 0.15%
+584
VNQ icon
64
Vanguard Real Estate ETF
VNQ
$34.1B
$208K 0.15%
+2,335
ABBV icon
65
AbbVie
ABBV
$406B
$207K 0.15%
1,116
+72
CSCO icon
66
Cisco
CSCO
$277B
– –
-10,916
PG icon
67
Procter & Gamble
PG
$354B
– –
-1,295
UNH icon
68
UnitedHealth
UNH
$323B
– –
-383
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3