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
$4.65B
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
813
New
Increased
Reduced
Closed

Top Buys

1 +$168M
2 +$127M
3 +$118M
4
MRK icon
Merck
MRK
+$114M
5
JPM icon
JPMorgan Chase
JPM
+$108M

Top Sells

No sells this quarter

Sector Composition

1 Financials 21.73%
2 Healthcare 17.61%
3 Technology 12.59%
4 Industrials 12.12%
5 Consumer Discretionary 11.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
776
$2K ﹤0.01%
+9
777
$2K ﹤0.01%
+200
778
$2K ﹤0.01%
+5,421
779
$1K ﹤0.01%
+250
780
$1K ﹤0.01%
+50
781
$1K ﹤0.01%
+764
782
$1K ﹤0.01%
+61
783
$1K ﹤0.01%
+302
784
0
785
$1K ﹤0.01%
+171
786
$1K ﹤0.01%
+702
787
$0 ﹤0.01%
+7
788
0
789
$0 ﹤0.01%
+4
790
$0 ﹤0.01%
+3
791
$0 ﹤0.01%
+21
792
$0 ﹤0.01%
+19