EP

Edgestream Partners Portfolio holdings

AUM $3.6B
1-Year Est. Return 7.17%
This Quarter Est. Return
1 Year Est. Return
+7.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.26B
AUM Growth
-$348M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
671
New
Increased
Reduced
Closed

Top Buys

1
+$10.5M
2
+$9.42M
3
+$9.27M
4
EXC icon
Exelon
EXC
+$8.87M
5
AMZN icon
Amazon
AMZN
+$8.78M

Top Sells

1
+$49.1M
2
+$29.1M
3
+$26.5M
4
AAPL icon
Apple
AAPL
+$26.1M
5
NEE icon
NextEra Energy
NEE
+$17.6M

Sector Composition

1 Financials 15.26%
2 Industrials 13.24%
3 Technology 13.15%
4 Consumer Discretionary 12.73%
5 Healthcare 8.78%
Name Market Value Portfolio Weight Shares or Principal Change
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