EHC

Everett Harris & Co Portfolio holdings

AUM $8.27B
1-Year Est. Return 14.01%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.83B
AUM Growth
+$27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
242
New
Increased
Reduced
Closed

Top Buys

1 +$16.2M
2 +$4.49M
3 +$3.96M
4
AMZN icon
Amazon
AMZN
+$3.29M
5
PSA.PRD
Public Storage
PSA.PRD
+$3.13M

Top Sells

1 +$4.87M
2 +$2.75M
3 +$1.47M
4
NEE icon
NextEra Energy
NEE
+$1.32M
5
MCD icon
McDonald's
MCD
+$1.29M

Sector Composition

1 Financials 18.61%
2 Healthcare 17.67%
3 Consumer Staples 15.24%
4 Communication Services 10.24%
5 Technology 8.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
-17,250
227
-14,591