ERIM
Eagle Ridge Investment Management Portfolio holdings
AUM
$1.15B
This Quarter Return
-15.66%
1 Year Return
+18.44%
3 Year Return
+28.25%
5 Year Return
+95.7%
10 Year Return
+244.34%
AUM
$576M
AUM Growth
+$576M
(-23%)
Cap. Flow
-$49.1M
Cap. Flow
% of AUM
-8.54%
Top 10 Holdings %
Top 10 Hldgs %
37.91%
Holding
160
New
1
Increased
27
Reduced
67
Closed
35
Top Buys
| 1 |
Stryker
SYK
|
$8.84M |
| 2 |
UnitedHealth
UNH
|
$8.33M |
| 3 |
Ecolab
ECL
|
$6.98M |
| 4 |
Federated Hermes
FHI
|
$6.63M |
| 5 |
SPDR Portfolio Short Term Treasury ETF
SPTS
|
$2.12M |
Top Sells
| 1 |
Exxon Mobil
XOM
|
$10.1M |
| 2 |
Carnival Corp
CCL
|
$8.59M |
| 3 |
Landstar System
LSTR
|
$8.5M |
| 4 |
SEI Investments
SEIC
|
$8.38M |
| 5 |
Principal Financial Group
PFG
|
$8.15M |
Sector Composition
| 1 | Financials | 16.73% |
| 2 | Technology | 16.37% |
| 3 | Healthcare | 13.93% |
| 4 | Consumer Discretionary | 11.58% |
| 5 | Industrials | 8.45% |
