ERIM
Eagle Ridge Investment Management Portfolio holdings
AUM
$1.15B
This Quarter Return
+13.11%
1 Year Return
+18.44%
3 Year Return
+28.25%
5 Year Return
+95.7%
10 Year Return
+244.34%
AUM
$791M
AUM Growth
+$791M
(+11%)
Cap. Flow
-$7.02M
Cap. Flow
% of AUM
-0.89%
Top 10 Holdings %
Top 10 Hldgs %
34.44%
Holding
150
New
7
Increased
21
Reduced
81
Closed
15
Top Buys
| 1 |
Sanofi
SNY
|
$7.65M |
| 2 |
Schwab US Dividend Equity ETF
SCHD
|
$1.29M |
| 3 |
Vanguard Short-Term Treasury ETF
VGSH
|
$1.11M |
| 4 |
Amdocs
DOX
|
$560K |
| 5 |
Dominion Energy
D
|
$414K |
Top Sells
| 1 |
Apple
AAPL
|
$1.06M |
| 2 |
Microsoft
MSFT
|
$1.05M |
| 3 |
Federated Hermes
FHI
|
$995K |
| 4 |
UnitedHealth
UNH
|
$692K |
| 5 |
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
|
$646K |
Sector Composition
| 1 | Financials | 16.66% |
| 2 | Technology | 16.53% |
| 3 | Healthcare | 14.62% |
| 4 | Consumer Discretionary | 12.73% |
| 5 | Industrials | 10.04% |
