EHC
Everett Harris & Co Portfolio holdings
AUM
$7.79B
1-Year Return
7.29%
This Quarter Return
+1.58%
1 Year Return
+7.29%
3 Year Return
+67.13%
5 Year Return
+131.22%
10 Year Return
+329.58%
AUM
$2.4B
AUM Growth
–
Cap. Flow
+$2.4B
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
43.66%
Holding
217
New
217
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Berkshire Hathaway Class A
BRK.A
|
$249M |
| 2 |
Costco
COST
|
$106M |
| 3 |
Novo Nordisk
NVO
|
$100M |
| 4 |
CHL
China Mobile Limited
CHL
|
$92.2M |
| 5 |
Colgate-Palmolive
CL
|
$89.6M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Consumer Staples | 21.88% |
| 2 | Financials | 16.8% |
| 3 | Healthcare | 16.75% |
| 4 | Technology | 8.28% |
| 5 | Communication Services | 7.95% |
