EAM

Edge Asset Management Portfolio holdings

AUM $13.2B
1-Year Est. Return 19.51%
This Quarter Est. Return
1 Year Est. Return
+19.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$7.97B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
309
New
Increased
Reduced
Closed

Top Buys

1
+$151M
2
+$148M
3
+$141M
4
CVX icon
Chevron
CVX
+$138M
5
MET icon
MetLife
MET
+$134M

Top Sells

No sells this quarter

Sector Composition

1 Financials 17.69%
2 Energy 13.82%
3 Industrials 12.81%
4 Healthcare 12.02%
5 Technology 9.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$274K ﹤0.01%
+6,393
302
$273K ﹤0.01%
+4,085
303
$273K ﹤0.01%
+1,175
304
$248K ﹤0.01%
+5,789
305
$238K ﹤0.01%
+12,400
306
$227K ﹤0.01%
+3,500
307
$145K ﹤0.01%
+4,272
308
$99K ﹤0.01%
+13,200
9 10 11 12
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