ERIM

Eagle Ridge Investment Management Portfolio holdings

AUM $1.15B
1-Year Est. Return 18.44%
This Quarter Est. Return
1 Year Est. Return
+18.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$576M
AUM Growth
-$170M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
160
New
Increased
Reduced
Closed

Top Buys

1
+$8.84M
2
+$8.33M
3
+$6.98M
4
FHI icon
Federated Hermes
FHI
+$6.63M
5
SPTS icon
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
+$2.12M

Top Sells

1
+$10.1M
2
+$8.59M
3
+$8.5M
4
SEIC icon
SEI Investments
SEIC
+$8.38M
5
PFG icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
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