EMC

Everest Management Corp Portfolio holdings

AUM $157M
1-Year Est. Return 23.24%
This Quarter Est. Return
1 Year Est. Return
+23.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$110M
AUM Growth
-$3.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$2.74M
2
+$2.11M
3
+$1.83M
4
CSCO icon
Cisco
CSCO
+$674K
5
MSFT icon
Microsoft
MSFT
+$616K

Top Sells

1
+$5.98M
2
+$473K
3
+$352K
4
ZS icon
Zscaler
ZS
+$268K
5
IWD icon
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
1
$38.6M 35.21%
638,528
-7,819
2
$7.52M 6.85%
48,600
+198
3
$6.81M 6.21%
43,577
+17,517
4
$5.34M 4.87%
10,399
+238
5
$3.76M 3.43%
114,049
6
$3.61M 3.29%
51,676
7
$3.45M 3.14%
20,577
+12,577
8
$3.41M 3.11%
9,089
+1,640
9
$3.33M 3.03%
33,222
+18,305
10
$2.53M 2.3%
11,372
+1,250
11
$2.33M 2.13%
21,183
12
$2.24M 2.04%
8,148
+27
13
$2.17M 1.98%
34,945
-5,665
14
$2.09M 1.91%
12,080
+4
15
$2.04M 1.86%
11,806
+9
16
$1.92M 1.75%
17,747
+1,378
17
$1.74M 1.59%
4,972
+210
18
$1.51M 1.37%
30,310
+9,413
19
$1.23M 1.12%
6,462
+846
20
$1.05M 0.95%
3,897
+1,667
21
$1M 0.91%
10,283
22
$775K 0.71%
13,723
23
$762K 0.7%
23,007
24
$729K 0.66%
5,215
-261
25
$724K 0.66%
14,330
-1,657
1
2 3