Equal-WT
WhaleScore 2.0
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Eagle Capital Management is based in New York and run by Ravenel Boykin Curry IV.Whalewisdom has at least 95 13F filings, and 35 13G filings Their last reported 13F filing for Q4 2023 included $23,550,655,657 in managed 13F securities
and a top 10 holdings concentration of 59.49%. Eagle Capital Management's largest holding is Amazon.com Inc. with shares held of 13,628,322.
2023-12-31
Top Buys (13F)
Name | % Change |
---|---|
TSM Taiwan Semiconductor | 2.54% |
OXY Occidental Petroleum | 0.91% |
SAP SAP SE ADR | 0.73% |
ELV Elevance Health Inc | 0.43% |
SPY SPDR S&P 500 ETF TRU | 0.13% |
2023-12-31
Top Sells (13F)
Name | % Change |
---|---|
GOOG Alphabet Inc. Class | 1.27% |
C Citigroup, Inc. | 0.89% |
COP ConocoPhillips (Phil | 0.87% |
LBRDK Liberty Broadband Co | 0.74% |
GE General Electric Co | 0.58% |
2023-12-31
13F Holdings Summary
Name | $ Change |
---|---|
AMZN Amazon.com Inc. | 8.79% |
MSFT Microsoft Corp. | 8.24% |
GOOG Alphabet Inc. Class | 6.86% |
COP ConocoPhillips (Phil | 6.55% |
META Meta Platforms Inc | 6.48% |
2023-12-31
13F Activity
Market Value | $23.6b, Prior: $21.6b |
New Purchases | 4 stocks |
Added To | 6 stocks |
Sold out of | 1 stocks |
Reduced holdings in | 26 stocks |
Top 10 Holdings % | 59.49% |
Turnover %[1] | 10.2% |
Turnover Alt %[2] | 4.96% |
Time Held Top 20 | 24.4 quarters |
Time Held Top 10 | 17.6 quarters |
Time Held All | 32.16 quarters |
[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.
[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.
2023-12-31
13F Sector Allocation Over Time
2023-12-31
Analysis
Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31