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
201
$6.24M 0.08%
+41,225
202
$6.24M 0.08%
+296,235
203
$6.2M 0.08%
+217,425
204
$6.17M 0.08%
+262,861
205
$6.17M 0.08%
+96,399
206
$6.13M 0.08%
+370,109
207
$6.13M 0.08%
+48,541
208
$6.11M 0.08%
+163,210
209
$5.96M 0.07%
+555,777
210
$5.92M 0.07%
+297,377
211
$5.88M 0.07%
+171,386
212
$5.88M 0.07%
+119,601
213
$5.84M 0.07%
+180,319
214
$5.82M 0.07%
+1,556,760
215
$5.78M 0.07%
+62,095
216
$5.69M 0.07%
+167,103
217
$5.58M 0.07%
+101,783
218
$5.54M 0.07%
+212,136
219
$5.53M 0.07%
+166,290
220
$5.52M 0.07%
+143,680
221
$5.34M 0.07%
+110,602
222
$5.29M 0.07%
+113,396
223
$5.12M 0.06%
+146,458
224
$5.11M 0.06%
+207,491
225
$5.08M 0.06%
+103,650