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Ravenel B. Curry III — Institutional Investor Profile | Buyside Digest

Ravenel B. Curry III

Institutional Investor • Eagle Capital Management

Value

$0M

Stocks

49 Stocks

Turnover

0.0%

CIK

0000945631EDGAR ↗

Website ↗

Top Holdings

AMZN(8.65%) UNH(7.66%) MELI(7.63%) 2330(6.75%) COP(5.80%)

About Investor

Founded in 1988 by Ravenel and Beth Curry, Eagle Capital Management is a 100% employee-owned investment partnership headquartered in New York City. The firm manages approximately $31.4 billion across over 2,000 client accounts including high-net-worth individuals, pension plans, charitable organizations, and corporations. Eagle serves 1,378 high net worth individuals managing $6.2 billion, 82 pension plans with $3.2 billion, 247 charitable organizations managing $5.1 billion, and various corporate clients. The firm has achieved top-decile performance over 35 years with minimal portfolio management turnover and maintains an 'Above Average' investment culture rating from Morningstar.

Investor Philosophy

Investment philosophy details pending verification.

Ravenel B. Curry III Top Holdings

Ticker	P/C	Company Name	Sector	Market Value	Weight	% Chg
AMZN	None	Amazon.com, Inc.	Consumer Discretionary	$2709.9M	8.7%	No Change
UNH	None	UnitedHealth Group Incorporated	Health Care	$2399.4M	7.7%	No Change
MELI	None	MercadoLibre, Inc.	Consumer Discretionary	$2388.1M	7.6%	No Change
2330	None	Taiwan Semiconductor Manufacturing Company Limited	General	$2112.6M	6.8%	No Change
COP	None	ConocoPhillips	Energy	$1817.0M	5.8%	No Change
DHR	None	Danaher Corp.	Health Care	$1783.2M	5.7%	No Change
SPGI	None	S&P Global Inc.	Financials	$1656.6M	5.3%	No Change
HUM	None	Humana Inc	Health Care	$1528.0M	4.9%	No Change
MSFT	None	Microsoft Corporation	Information Technology	$1386.7M	4.4%	No Change
WDAY	None	Workday, Inc.	Information Technology	$1386.2M	4.4%	No Change

Recent Buys (13F)

Ticker	Amount	% Chg	Weight	Status
No recent buys.

Recent Sells (13F)

Ticker	Amount	% Chg	Weight	Status
MSMorgan Stanley	$15991.6M	-100.0%	0.0%	Sold Out
MSDMORGAN STANLEY EMKT DBT FD I	$16.0M	-99.9%	0.1%	Decreased

13F Sector Breakdown

Health Care20.1%

Financials17.5%

Consumer Discretionary16.3%

General14.6%

Information Technology11.2%

Sector	Stocks	Value	Exposure
Health Care	4	$6287.4M	20.1%
Financials	8	$5471.9M	17.5%
Consumer Discretionary	4	$5112.1M	16.3%
General	8	$4562.2M	14.6%
Information Technology	5	$3521.0M	11.2%
Energy	3	$2643.7M	8.4%
Communication Services	8	$1514.9M	4.8%
Industrials	7	$1488.1M	4.8%
Consumer Staples	1	$711.4M	2.3%
Materials	1	$6.3M	0.0%