EDRH

Edmond de Rothschild Holding Portfolio holdings

AUM $6.47B
1-Year Est. Return 14.29%
This Quarter Est. Return
1 Year Est. Return
+14.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.07B
AUM Growth
+$673M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
771
New
Increased
Reduced
Closed

Top Buys

1
+$50.3M
2
+$47.7M
3
+$43.7M
4
MTCH icon
Match Group
MTCH
+$32.2M
5
DDOG icon
Datadog
DDOG
+$28.7M

Top Sells

1
+$28.7M
2
+$28.6M
3
+$18.8M
4
PHM icon
Pultegroup
PHM
+$17.5M
5
STLA icon
Stellantis
STLA
+$17.4M

Sector Composition

1 Technology 21.98%
2 Healthcare 20.68%
3 Communication Services 11.24%
4 Financials 9.28%
5 Consumer Discretionary 8.56%
Name Market Value Portfolio Weight Shares or Principal Change
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