EMC
Everest Management Corp Portfolio holdings
AUM
$139M
1 Year Est. Return
–
AUM
$110M
AUM Growth
-$3.86M
(-3.4%)
Holding
56
Top Buys
| 1 | +$2.74M | |
| 2 | +$2.11M | |
| 3 | +$1.83M | |
| 4 |
Cisco
CSCO
|
+$674K |
| 5 |
Microsoft
MSFT
|
+$616K |
Top Sells
| 1 | +$5.98M | |
| 2 | +$473K | |
| 3 | +$352K | |
| 4 |
Zscaler
ZS
|
+$268K |
| 5 |
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 | |
|---|---|---|---|---|---|---|
51
UnitedHealth
UNH
$323B
| $201K | 0.18% |
+383
|
|
||
52
Intuit
INTU
$184B
| – | – |
-9,519
|
|
||
|
53
iShares Russell 1000 Value ETF
IWD
$64.4B
| – | – |
-1,437
|
|
||
54
iShares Russell 1000 Growth ETF
IWF
$122B
| – | – |
-529
|
|
||
55
Synopsys
SNPS
$83.1B
| – | – |
-439
|
|
||
|
56
Zscaler
ZS
$47.5B
| – | – |
-1,486
|
|