EP

EPIQ Partners Portfolio holdings

AUM $214M
1-Year Est. Return 10.86%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+10.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$214M
AUM Growth
-$419K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Sells

1 +$324K
2 +$262K
3 +$251K
4
FISV
Fiserv Inc
FISV
+$202K
5
AMT icon
American Tower
AMT
+$93.2K

Sector Composition

1 Financials 18.42%
2 Utilities 6.03%
3 Communication Services 3.84%
4 Materials 3.81%
5 Consumer Staples 3.58%