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
1
$50.3M 36.13%
750,294
+111,766
2
$8.66M 6.22%
49,148
+548
3
$7.73M 5.55%
43,549
-28
4
$5.98M 4.3%
10,524
+125
5
$4.14M 2.98%
8,332
-757
6
$4.09M 2.94%
114,049
7
$4M 2.87%
51,676
8
$3.92M 2.81%
14,203
-6,374
9
$3.45M 2.48%
16,819
+5,447
10
$3.01M 2.16%
19,022
+1,275
11
$2.88M 2.07%
41,625
+6,680
12
$2.57M 1.85%
8,470
+322
13
$2.57M 1.85%
21,183
14
$2.2M 1.58%
12,084
+4
15
$2.15M 1.55%
21,516
-11,706
16
$2.09M 1.5%
11,806
17
$1.78M 1.28%
5,014
+42
18
$1.57M 1.13%
7,137
+675
19
$1.33M 0.96%
+54,462
20
$1.31M 0.94%
26,344
-3,966
21
$1.3M 0.94%
+72,858
22
$1.3M 0.93%
+1,651
23
$1.14M 0.82%
5,220
+5
24
$1.08M 0.78%
+10,750
25
$1.05M 0.75%
17,423
+3,700
1
2 3