EP

Edgestream Partners Portfolio holdings

AUM $3.42B
1-Year Est. Return 5.24%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+5.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$491M
AUM Growth
-$18.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
309
New
Increased
Reduced
Closed

Top Buys

1
+$2.52M
2
+$2.5M
3
+$2.33M
4
DXC icon
DXC Technology
DXC
+$2.32M
5
WH icon
Wyndham Hotels & Resorts
WH
+$2.28M

Top Sells

1
+$7.1M
2
+$3.49M
3
+$3.14M
4
NSC icon
Norfolk Southern
NSC
+$2.53M
5
LUV icon
Southwest Airlines
LUV
+$2.4M

Sector Composition

1 Industrials 15.79%
2 Financials 12.72%
3 Consumer Discretionary 12.1%
4 Technology 9.71%
5 Healthcare 8.65%
Name Market Value Portfolio Weight Shares or Principal Change
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