EP
EPIQ Partners Portfolio holdings
AUM
$196M
1-Year Est. Return
14.2%
1 Year Est. Return
+14.2%
AUM
$190M
AUM Growth
+$4.7M
(+2.5%)
Holding
78
Top Buys
| 1 | +$5.7M | |
| 2 | +$4.43M | |
| 3 | +$1.81M | |
| 4 |
Berkshire Hathaway Class A
BRK.A
|
+$1.6M |
| 5 |
iShares Russell 3000 ETF
IWV
|
+$1.29M |
Top Sells
| 1 | +$6.52M | |
| 2 | +$3.28M | |
| 3 | +$476K | |
| 4 |
Target
TGT
|
+$256K |
| 5 |
Grayscale Bitcoin Trust
GBTC
|
+$244K |
Sector Composition
| 1 | Financials | 19.32% |
| 2 | Utilities | 6.68% |
| 3 | Consumer Staples | 6.03% |
| 4 | Technology | 3.44% |
| 5 | Real Estate | 3.11% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
76
Target
TGT
$41.6B
| – | – |
-1,892
|
|