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
$9.44B
AUM Growth
+$255M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
305
New
Increased
Reduced
Closed

Top Buys

1 +$51.6M
2 +$37.8M
3 +$15.2M
4
AGCO icon
AGCO
AGCO
+$14.9M
5
VZ icon
Verizon
VZ
+$12.9M

Top Sells

1 +$55.8M
2 +$30M
3 +$24.3M
4
TEVA icon
Teva Pharmaceuticals
TEVA
+$16.8M
5
WIN
Windstream Holdings Inc
WIN
+$12.4M

Sector Composition

1 Financials 18.99%
2 Energy 12.88%
3 Industrials 12.49%
4 Healthcare 12.47%
5 Technology 9.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
-3,060
302
-11,202