EIP

Easterly Investment Partners Portfolio holdings

AUM $1.39B
1-Year Est. Return 8.65%
This Quarter Est. Return
1 Year Est. Return
+8.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.27B
AUM Growth
+$25.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
226
New
Increased
Reduced
Closed

Top Buys

1 +$20.6M
2 +$14.7M
3 +$12.8M
4
PLD icon
Prologis
PLD
+$12.3M
5
AMT icon
American Tower
AMT
+$12.2M

Top Sells

1 +$9.98M
2 +$9.03M
3 +$6.8M
4
AHR icon
American Healthcare REIT
AHR
+$6.6M
5
LAMR icon
Lamar Advertising Co
LAMR
+$5.92M

Sector Composition

1 Financials 17.54%
2 Real Estate 13.96%
3 Technology 8.64%
4 Healthcare 7.61%
5 Energy 7.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
-61,454