EAM

EdenTree Asset Management Portfolio holdings

AUM $415M
1-Year Est. Return 11.51%
This Quarter Est. Return
1 Year Est. Return
+11.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$291M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1 +$26M
2 +$19.5M
3 +$17M
4
HIG icon
Hartford Financial Services
HIG
+$11.9M
5
CRM icon
Salesforce
CRM
+$10.9M

Top Sells

No sells this quarter

Sector Composition

1 Technology 39.81%
2 Healthcare 19.57%
3 Industrials 14.27%
4 Financials 10.18%
5 Communication Services 9.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$2 ﹤0.01%
+1