ERIM

Eagle Ridge Investment Management Portfolio holdings

AUM $1.15B
1-Year Est. Return 18.44%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$604M
AUM Growth
+$77.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1 +$9.59M
2 +$7.82M
3 +$1.8M
4
DD icon
DuPont de Nemours
DD
+$1.6M
5
MCD icon
McDonald's
MCD
+$1.49M

Top Sells

1 +$7.82M
2 +$6.17M
3 +$578K
4
LYB icon
LyondellBasell Industries
LYB
+$571K
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$291K

Sector Composition

1 Financials 17.56%
2 Technology 16.65%
3 Healthcare 11.33%
4 Consumer Discretionary 11.06%
5 Industrials 10.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-16,008
177
-24,731