ERIM
Eagle Ridge Investment Management Portfolio holdings
AUM
$1.15B
This Quarter Return
+8.26%
1 Year Return
+18.44%
3 Year Return
+28.25%
5 Year Return
+95.7%
10 Year Return
+244.34%
AUM
$746M
AUM Growth
+$746M
(+8%)
Cap. Flow
+$2.93M
Cap. Flow
% of AUM
0.39%
Top 10 Holdings %
Top 10 Hldgs %
32.04%
Holding
164
New
11
Increased
42
Reduced
54
Closed
5
Top Buys
Top Sells
| 1 |
Exxon Mobil
XOM
|
$4.22M |
| 2 |
Thor Industries
THO
|
$1.05M |
| 3 |
CELG
Celgene Corp
CELG
|
$1.04M |
| 4 |
O'Reilly Automotive
ORLY
|
$770K |
| 5 |
Weyerhaeuser
WY
|
$732K |
Sector Composition
| 1 | Financials | 19.16% |
| 2 | Technology | 15.8% |
| 3 | Consumer Discretionary | 13.52% |
| 4 | Industrials | 11.83% |
| 5 | Healthcare | 10.82% |
