Egerton Capital as of March 31, 2011
Portfolio Holdings for Egerton Capital
Egerton Capital holds 13 positions in its portfolio as reported in the March 2011 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| News Corporation | 14.6 | $238M | 14M | 17.58 | |
| Oracle Corporation (ORCL) | 14.0 | $230M | 6.9M | 33.43 | |
| Apple (AAPL) | 12.8 | $210M | 602k | 348.51 | |
| United Parcel Service (UPS) | 9.7 | $159M | 2.1M | 74.32 | |
| Polo Ralph Lauren Corporation | 8.8 | $145M | 1.2M | 123.65 | |
| Walt Disney Company (DIS) | 7.3 | $119M | 2.8M | 43.09 | |
| American Express Company (AXP) | 6.0 | $99M | 2.2M | 45.20 | |
| CHECK POINT SOFTWARE Technolog Com Stk (CHKP) | 6.0 | $99M | 1.9M | 51.05 | |
| Wells Fargo & Company (WFC) | 6.0 | $98M | 3.1M | 31.71 | |
| Discovery Communications | 4.7 | $76M | 2.2M | 35.21 | |
| TD Ameritrade Holding | 4.0 | $65M | 3.1M | 20.87 | |
| Cme (CME) | 3.7 | $60M | 199k | 301.55 | |
| Nice Systems (NICE) | 2.4 | $39M | 1.1M | 36.94 |
