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
$889M
AUM Growth
-$404M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
667
New
Increased
Reduced
Closed

Top Buys

1
+$18.5M
2
+$13.3M
3
+$11.4M
4
TXNM
TXNM Energy Inc
TXNM
+$9.45M
5
WPM icon
Wheaton Precious Metals
WPM
+$9.24M

Top Sells

1
+$29.7M
2
+$28.1M
3
+$23.2M
4
UNH icon
UnitedHealth
UNH
+$21.3M
5
V icon
Visa
V
+$15.9M

Sector Composition

1 Technology 14.68%
2 Consumer Discretionary 12.37%
3 Industrials 11.88%
4 Financials 10.97%
5 Healthcare 10.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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