EMC
Everest Management Corp Portfolio holdings
AUM
$139M
This Quarter Return
+13.15%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$139M
AUM Growth
+$29.5M
(+27%)
Cap. Flow
+$15.6M
Cap. Flow
% of AUM
11.19%
Top 10 Holdings %
Top 10 Hldgs %
68.44%
Holding
68
New
17
Increased
28
Reduced
8
Closed
3
Top Buys
| 1 |
Dimensional US Equity ETF
DFUS
|
$7.49M |
| 2 |
Schwab US Large- Cap ETF
SCHX
|
$1.33M |
| 3 |
SPMC
Sound Point Meridian Capital, Inc.
SPMC
|
$1.3M |
| 4 |
Intuit
INTU
|
$1.3M |
| 5 |
Apple
AAPL
|
$1.12M |
Top Sells
| 1 |
Broadcom
AVGO
|
$1.76M |
| 2 |
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
|
$1.17M |
| 3 |
Cisco
CSCO
|
$674K |
| 4 |
Microsoft
MSFT
|
$377K |
| 5 |
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% |
