EMC

Everest Management Corp Portfolio holdings

AUM $197M
1-Year Est. Return 26.63%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.63%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$157M
AUM Growth
+$17.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
72
New
Increased
Reduced
Closed

Top Buys

1
+$1.52M
2
+$600K
3
+$516K
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$487K
5
DFUS icon
Dimensional US Equity ETF
DFUS
+$448K

Top Sells

1
+$1.18M
2
+$1.08M
3
+$367K
4
MUB icon
iShares National Muni Bond ETF
MUB
+$338K
5
ZS icon
Zscaler
ZS
+$315K

Sector Composition

1 Communication Services 14.14%
2 Technology 13.92%
3 Financials 2.93%
4 Consumer Discretionary 1.73%
5 Healthcare 0.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$54.8M 34.95%
756,729
+6,435
2
$10.6M 6.74%
43,506
-5,642
3
$10.3M 6.57%
42,299
-1,250
4
$6.5M 4.14%
10,615
+91
5
$4.67M 2.98%
14,148
-55
6
$4.4M 2.81%
17,285
+466
7
$4.4M 2.8%
114,049
8
$4.39M 2.8%
8,474
+142
9
$4.27M 2.72%
51,676
10
$3.68M 2.34%
36,677
+15,161
11
$3.65M 2.33%
19,574
+552
12
$3.56M 2.27%
48,484
+6,859
13
$2.91M 1.85%
8,865
+395
14
$2.76M 1.76%
21,183
15
$2.29M 1.46%
12,088
+4
16
$2.2M 1.4%
11,814
+8
17
$1.71M 1.09%
5,012
-2
18
$1.61M 1.03%
7,331
+194
19
$1.48M 0.94%
5,265
+45
20
$1.43M 0.91%
54,462
21
$1.31M 0.84%
75,555
+2,697
22
$1.3M 0.83%
42,866
+20,136
23
$1.23M 0.78%
24,703
-1,641
24
$1.14M 0.73%
10,283
25
$1.13M 0.72%
1,649
-2
1
2 3