EAM

EdenTree Asset Management Portfolio holdings

AUM $326M
1-Year Est. Return 16.76%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.76%
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 +$24M
2 +$18.8M
3 +$16.6M
4
HIG icon
Hartford Financial Services
HIG
+$11.6M
5
CRM icon
Salesforce
CRM
+$10.5M

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
0