ERIM
Eagle Ridge Investment Management Portfolio holdings
AUM
$1.15B
1-Year Est. Return
18.44%
1 Year Est. Return
+18.44%
AUM
$1.15B
AUM Growth
+$6.35M
(+0.56%)
Holding
151
Top Buys
| 1 | +$14.4M | |
| 2 | +$2.05M | |
| 3 | +$1.79M | |
| 4 |
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
|
+$990K |
| 5 |
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
|
+$373K |
Top Sells
| 1 | +$1.95M | |
| 2 | +$1.6M | |
| 3 | +$1.33M | |
| 4 |
O'Reilly Automotive
ORLY
|
+$677K |
| 5 |
Microsoft
MSFT
|
+$592K |
Sector Composition
| 1 | Technology | 17.37% |
| 2 | Financials | 16.62% |
| 3 | Consumer Discretionary | 10.45% |
| 4 | Communication Services | 10.22% |
| 5 | Healthcare | 9.98% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
Tetra Tech
TTEK
$8.97B
| – | – |
-4,500
|
|