EAM

EverPoint Asset Management Portfolio holdings

AUM $4.2B
1-Year Est. Return 16.43%
This Quarter Est. Return
1 Year Est. Return
+16.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.95B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
441
New
Increased
Reduced
Closed

Top Buys

1
+$112M
2
+$62.1M
3
+$58.6M
4
LOW icon
Lowe's Companies
LOW
+$56.6M
5
TFCFA
Twenty-First Century Fox, Inc. Class A
TFCFA
+$56.6M

Top Sells

No sells this quarter

Sector Composition

1 Communication Services 21.08%
2 Consumer Discretionary 20.52%
3 Healthcare 17.46%
4 Industrials 8.82%
5 Energy 5.77%
Name Market Value Portfolio Weight Shares or Principal Change
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