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
$604M
AUM Growth
+$77.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1 +$10.4M
2 +$8.24M
3 +$1.81M
4
DD icon
DuPont de Nemours
DD
+$1.68M
5
TROW icon
T. Rowe Price
TROW
+$1.62M

Top Sells

1 +$7.82M
2 +$6.17M
3 +$571K
4
QCOM icon
Qualcomm
QCOM
+$567K
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
-24,731
177
-6,600