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
$114M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
50
New
Increased
Reduced
Closed

Top Buys

1
+$41.2M
2
+$9.16M
3
+$5.98M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$5.47M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$4.96M

Top Sells

No sells this quarter

Sector Composition

1 Technology 16.08%
2 Communication Services 13.1%
3 Financials 2.13%
4 Consumer Discretionary 1.57%
5 Consumer Staples 0.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$41.2M 36.29%
+646,347
2
$9.16M 8.07%
+48,402
3
$5.98M 5.27%
+9,519
4
$5.47M 4.82%
+10,161
5
$4.96M 4.37%
+26,060
6
$3.94M 3.47%
+114,049
7
$3.42M 3.01%
+51,676
8
$3.14M 2.77%
+7,449
9
$2.53M 2.23%
+10,122
10
$2.44M 2.15%
+21,183
11
$2.39M 2.11%
+40,610
12
$2.35M 2.07%
+8,121
13
$2.2M 1.94%
+16,369
14
$2.12M 1.86%
+12,076
15
$2M 1.76%
+11,797
16
$1.85M 1.63%
+8,000
17
$1.5M 1.33%
+4,762
18
$1.49M 1.31%
+14,917
19
$1.23M 1.09%
+5,616
20
$1.12M 0.98%
+10,283
21
$1.04M 0.91%
+20,897
22
$913K 0.8%
+5,476
23
$803K 0.71%
+15,987
24
$786K 0.69%
+13,723
25
$777K 0.68%
+23,007
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