IC

IEQ Capital Portfolio holdings

AUM $32.9B
1-Year Est. Return 92.08%
This Quarter Est. Return
1 Year Est. Return
+92.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.64B
AUM Growth
+$343M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
896
New
Increased
Reduced
Closed

Top Buys

1
+$66.1M
2
+$36.1M
3
+$33.4M
4
CRWD icon
CrowdStrike
CRWD
+$26.2M
5
MSFT icon
Microsoft
MSFT
+$24M

Top Sells

1
+$13.9M
2
+$6.93M
3
+$5.79M
4
VV icon
Vanguard Large-Cap ETF
VV
+$3.82M
5
IWV icon
iShares Russell 3000 ETF
IWV
+$3.67M

Sector Composition

1 Technology 29.01%
2 Communication Services 10.27%
3 Consumer Discretionary 7.56%
4 Financials 7.4%
5 Healthcare 6.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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891
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894
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895
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896
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