IC

IEQ Capital Portfolio holdings

AUM $33.4B
1-Year Est. Return 72.91%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+72.91%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.32B
AUM Growth
+$559M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
772
New
Increased
Reduced
Closed

Top Buys

1
+$48.2M
2
+$46.4M
3
+$46M
4
PATH icon
UiPath
PATH
+$43.9M
5
CRM icon
Salesforce
CRM
+$35.6M

Top Sells

1
+$19.1M
2
+$17.2M
3
+$13.3M
4
COUR icon
Coursera
COUR
+$8.41M
5
XEC
CIMAREX ENERGY CO
XEC
+$4.96M

Sector Composition

1 Technology 27.27%
2 Communication Services 12.52%
3 Financials 8.88%
4 Consumer Discretionary 7%
5 Healthcare 6.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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