EDRM
Edmond de Rothschild (Monaco) Portfolio holdings
AUM
$116M
1 Year Est. Return
–
AUM
$116M
AUM Growth
–
Holding
82
Top Buys
| 1 | +$25.3M | |
| 2 | +$17.1M | |
| 3 | +$11.5M | |
| 4 |
Vanguard Consumer Discretionary ETF
VCR
|
+$8.69M |
| 5 |
Vanguard Real Estate ETF
VNQ
|
+$8.35M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 5.4% |
| 2 | Consumer Staples | 3.18% |
| 3 | Healthcare | 3.17% |
| 4 | Energy | 2.93% |
| 5 | Communication Services | 1.8% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
RTX Corp
RTX
$237B
| $13K | 0.01% |
+208
|
|
||
77
Wells Fargo
WFC
$270B
| $13K | 0.01% |
+293
|
|
||
78
Danaher
DHR
$148B
| $5K | ﹤0.01% |
+78
|
|
||
79
United Natural Foods
UNFI
$2.34B
| $5K | ﹤0.01% |
+130
|
|
||
80
Alto Ingredients
ALTO
$107M
| $0 | ﹤0.01% |
+38
|
|