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
51
$265K 0.19%
2,408
52
$261K 0.19%
420
53
$255K 0.18%
385
54
$253K 0.18%
4,074
55
$252K 0.18%
8,585
56
$249K 0.18%
2,546
+259
57
$244K 0.18%
+475
58
$242K 0.17%
+4,250
59
$241K 0.17%
2,238
-44
60
$227K 0.16%
4,624
+23
61
$217K 0.16%
+762
62
$217K 0.16%
+3,616
63
$214K 0.15%
+584
64
$208K 0.15%
+2,335
65
$207K 0.15%
1,116
+72
66
– –
-383
67
– –
-10,916
68
– –
-1,295
1 2
3