EASTERLY INVESTMENT PARTNERS LLC

données du 30/09/2025

Capitalisation

$ 1.478 B 6.01 %

Période de détention moyenne

10 ans

Performance

$ 314.137 M 55.60 %

Capitalisation

Taille du portefeuille

Performance du portefeuille

Performance du portefeuille %

Performances par rapport au S&P 500 (%)

Entreprise dans EASTERLY INVESTMENT PARTNERS LLC

Date Symbol Nom Poids Capitalisation Nombre d'action 1er ajout Performance ($) Performance (%)
2025/09/30 SPY SPDR S&P 500 ETF TR 21.52% 318.164 M $ 477594 2022/03/31 18.007 M $ 7.82 %
2025/09/30 BAC BANK AMERICA CORP 1.98% 29.325 M $ 568427 2019/03/31 2.668 M $ 9.02 %
2025/09/30 JPM JPMORGAN CHASE & CO. 1.81% 26.792 M $ 84936 2019/03/31 2.417 M $ 8.80 %
2025/09/30 CMC COMMERCIAL METALS CO 1.68% 24.831 M $ 433505 2021/09/30 3.755 M $ 17.11 %
2025/09/30 CSCO CISCO SYS INC 1.64% 24.299 M $ 355145 2020/09/30 -373.246 K $ -1.38 %
2025/09/30 JXN JACKSON FINANCIAL INC 1.51% 22.391 M $ 221191 2023/06/30 2.985 M $ 14.01 %
2025/09/30 C CITIGROUP INC 1.49% 22.052 M $ 217258 2019/03/31 4.408 M $ 19.24 %
2025/09/30 LNC LINCOLN NATL CORP IND 1.41% 20.887 M $ 517898 2021/09/30 3.233 M $ 16.56 %
2025/09/30 JNJ JOHNSON & JOHNSON 1.35% 20.007 M $ 107903 2021/06/30 3.688 M $ 21.39 %
2025/09/30 CLF CLEVELAND-CLIFFS INC NEW 1.35% 19.883 M $ 1629765 2024/09/30 7.700 M $ 60.53 %
2025/09/30 DLR DIGITAL RLTY TR INC 1.21% 17.904 M $ 103561 2024/09/30 -221.213 K $ -0.83 %
2025/09/30 OTEX OPEN TEXT CORP 1.17% 17.289 M $ 462510 2021/09/30 3.874 M $ 28.01 %
2025/09/30 EQIX EQUINIX INC 1.17% 17.278 M $ 22060 2024/03/31 -353.141 K $ -1.54 %
2025/09/30 CNO CNO FINL GROUP INC 1.16% 17.087 M $ 432037 2021/09/30 437.913 K $ 2.51 %
2025/09/30 RRC RANGE RES CORP 1.15% 17.001 M $ 451667 2022/09/30 -843.718 K $ -7.45 %
2025/09/30 AMT AMERICAN TOWER CORP NEW 1.13% 16.666 M $ 86660 2024/03/31 -2.422 M $ -12.99 %
2025/09/30 COLB COLUMBIA BKG SYS INC 1.12% 16.598 M $ 644818 2023/03/31 1.661 M $ 10.09 %
2025/09/30 CNC CENTENE CORP DEL 1.10% 16.272 M $ 456042 2021/09/30 -4.705 M $ -34.27 %
2025/09/30 LAMR LAMAR ADVERTISING CO NEW 1.09% 16.080 M $ 131348 2024/09/30 146.431 K $ 0.87 %
2025/09/30 ANF ABERCROMBIE & FITCH CO 1.04% 15.363 M $ 179574 2024/12/31 167.154 K $ 3.26 %
2025/09/30 COLD AMERICOLD REALTY TRUST INC 1.02% 15.019 M $ 1227033 2024/03/31 -2.790 M $ -26.40 %
2025/09/30 TGT TARGET CORP 1.01% 14.907 M $ 166184 2022/09/30 -1.207 M $ -9.07 %
2025/09/30 AMGN AMGEN INC 0.99% 14.563 M $ 51605 2021/09/30 154.017 K $ 1.07 %
2025/09/30 WHR WHIRLPOOL CORP 0.98% 14.511 M $ 184622 2024/03/31 -2.876 M $ -22.50 %
2025/09/30 VZ VERIZON COMMUNICATIONS INC 0.96% 14.154 M $ 322054 2019/12/31 273.279 K $ 1.57 %
2025/09/30 MET METLIFE INC 0.95% 14.068 M $ 170785 2021/09/30 335.458 K $ 2.42 %
2025/09/30 BTG B2GOLD CORP 0.95% 13.987 M $ 2825611 2021/09/30 3.633 M $ 37.12 %
2025/09/30 FNB F N B CORP 0.93% 13.707 M $ 850845 2021/09/30 1.321 M $ 10.49 %
2025/09/30 AGG ISHARES TR 0.89% 13.168 M $ 131350 2021/12/31 137.917 K $ 1.06 %
2025/09/30 LYFT LYFT INC 0.87% 12.908 M $ 586475 2025/09/30 0.000 $ 0.00 %
2025/09/30 WCC WESCO INTL INC 0.86% 12.750 M $ 60285 2021/09/30 1.631 M $ 14.20 %
2025/09/30 VICI VICI PPTYS INC 0.86% 12.718 M $ 390000 2025/09/30 0.000 $ 0.00 %
2025/09/30 FMC FMC CORP 0.83% 12.243 M $ 364055 2023/12/31 -2.854 M $ -19.45 %
2025/09/30 COP CONOCOPHILLIPS 0.83% 12.205 M $ 129033 2024/12/31 628.302 K $ 5.40 %
2025/09/30 DD DUPONT DE NEMOURS INC 0.82% 12.093 M $ 155239 2025/03/31 1.152 M $ 13.57 %
2025/09/30 TSM TAIWAN SEMICONDUCTOR MFG LTD 0.82% 12.079 M $ 43249 2022/12/31 2.918 M $ 23.31 %
2025/09/30 SIMO SILICON MOTION TECHNOLOGY CO 0.80% 11.759 M $ 124025 2021/09/30 3.955 M $ 26.13 %
2025/09/30 ES EVERSOURCE ENERGY 0.77% 11.353 M $ 159588 2023/12/31 1.521 M $ 11.82 %
2025/09/30 IRT INDEPENDENCE RLTY TR INC 0.76% 11.269 M $ 687577 2024/03/31 -949.750 K $ -7.35 %
2025/09/30 ELS EQUITY LIFESTYLE PPTYS INC 0.76% 11.208 M $ 184646 2024/03/31 -147.581 K $ -1.57 %
2025/09/30 MRK MERCK & CO INC 0.75% 11.040 M $ 131543 2020/12/31 689.217 K $ 6.03 %
2025/09/30 DK DELEK US HLDGS INC NEW 0.75% 11.035 M $ 341969 2021/09/30 4.776 M $ 52.36 %
2025/09/30 ADC AGREE RLTY CORP 0.73% 10.817 M $ 152262 2024/12/31 -465.935 K $ -2.76 %
2025/09/30 MPC MARATHON PETE CORP 0.72% 10.709 M $ 55564 2020/06/30 1.635 M $ 16.03 %
2025/09/30 BRX BRIXMOR PPTY GROUP INC 0.71% 10.505 M $ 379528 2024/03/31 659.895 K $ 6.30 %
2025/09/30 DIS DISNEY WALT CO 0.71% 10.459 M $ 91348 2021/06/30 -875.328 K $ -7.67 %
2025/09/30 PLAB PHOTRONICS INC 0.70% 10.353 M $ 451132 2021/09/30 1.885 M $ 21.88 %
2025/09/30 COF CAPITAL ONE FINL CORP 0.69% 10.177 M $ 47873 2025/06/30 -9.387 K $ -0.08 %
2025/09/30 LULU LULULEMON ATHLETICA INC 0.69% 10.161 M $ 57104 2024/09/30 -2.311 M $ -25.11 %
2025/09/30 AKR ACADIA RLTY TR 0.69% 10.132 M $ 502827 2024/03/31 933.456 K $ 8.51 %
2025/09/30 EXE EXPAND ENERGY CORPORATION 0.68% 10.072 M $ 94803 2021/12/31 -420.777 K $ -9.15 %
2025/09/30 UPS UNITED PARCEL SERVICE INC 0.68% 9.985 M $ 119543 2024/06/30 -1.090 M $ -17.25 %
2025/09/30 AMH AMERICAN HOMES 4 RENT 0.64% 9.450 M $ 284224 2024/03/31 -867.076 K $ -7.82 %
2025/09/30 CVX CHEVRON CORP NEW 0.64% 9.428 M $ 60710 2020/06/30 536.768 K $ 8.45 %
2025/09/30 VTRS VIATRIS INC 0.63% 9.350 M $ 944495 2021/09/30 1.070 M $ 10.86 %
2025/09/30 GS GOLDMAN SACHS GROUP INC 0.60% 8.927 M $ 11210 2020/09/30 1.202 M $ 12.52 %
2025/09/30 LQD ISHARES TR 0.59% 8.772 M $ 78690 2021/12/31 146.363 K $ 1.70 %
2025/09/30 ELV ELEVANCE HEALTH INC FORMERLY 0.59% 8.760 M $ 27112 2025/09/30 0.000 $ 0.00 %
2025/09/30 GDXJ VANECK ETF TRUST 0.59% 8.721 M $ 88061 2021/09/30 2.688 M $ 46.52 %
2025/09/30 NVT NVENT ELECTRIC PLC 0.58% 8.567 M $ 86849 2020/09/30 4.172 M $ 34.66 %
2025/09/30 STWD STARWOOD PPTY TR INC 0.53% 7.845 M $ 405027 2025/09/30 0.000 $ 0.00 %
2025/09/30 FCX FREEPORT-MCMORAN INC 0.52% 7.682 M $ 195857 2021/09/30 -767.159 K $ -9.53 %
2025/09/30 AKAM AKAMAI TECHNOLOGIES INC 0.52% 7.612 M $ 100478 2025/09/30 0.000 $ 0.00 %
2025/09/30 TIP ISHARES TR 0.51% 7.572 M $ 68080 2021/12/31 80.334 K $ 1.07 %
2025/09/30 QTRX QUANTERIX CORP 0.46% 6.799 M $ 1252184 2023/12/31 -1.322 M $ -18.35 %
2025/09/30 SU SUNCOR ENERGY INC NEW 0.45% 6.601 M $ 157878 2021/09/30 713.888 K $ 11.64 %
2025/09/30 JCI JOHNSON CTLS INTL PLC 0.44% 6.507 M $ 59185 2023/09/30 420.481 K $ 4.10 %
2025/09/30 PCRX PACIRA BIOSCIENCES INC 0.43% 6.420 M $ 249109 2023/09/30 318.032 K $ 7.82 %
2025/09/30 ZBH ZIMMER BIOMET HOLDINGS INC 0.43% 6.392 M $ 64891 2021/12/31 468.280 K $ 7.99 %
2025/09/30 IFF INTERNATIONAL FLAVORS&FRAGRA 0.42% 6.203 M $ 100789 2023/12/31 -1.163 M $ -16.33 %
2025/09/30 BX BLACKSTONE INC 0.41% 6.011 M $ 35184 2019/09/30 722.137 K $ 14.22 %
2025/09/30 WELL WELLTOWER INC 0.39% 5.778 M $ 32436 2024/09/30 3.217 M $ 15.88 %
2025/09/30 AIG AMERICAN INTL GROUP INC 0.36% 5.299 M $ 67474 2019/03/31 -471.010 K $ -8.24 %
2025/09/30 AGI ALAMOS GOLD INC NEW 0.36% 5.248 M $ 150543 2021/09/30 1.499 M $ 31.25 %
2025/09/30 WMT WALMART INC 0.35% 5.218 M $ 50630 2019/03/31 269.860 K $ 5.40 %
2025/09/30 AEO AMERICAN EAGLE OUTFITTERS IN 0.35% 5.150 M $ 300969 2025/03/31 1.745 M $ 77.86 %
2025/09/30 ALL ALLSTATE CORP 0.33% 4.918 M $ 22911 2025/03/31 392.822 K $ 6.63 %
2025/09/30 ONB OLD NATL BANCORP IND 0.33% 4.876 M $ 222119 2022/03/31 108.749 K $ 2.86 %
2025/09/30 MTH MERITAGE HOMES CORP 0.31% 4.550 M $ 62823 2025/09/30 0.000 $ 0.00 %
2025/09/30 ORCL ORACLE CORP 0.30% 4.478 M $ 15923 2021/09/30 2.029 M $ 28.64 %
2025/09/30 TXT TEXTRON INC 0.30% 4.469 M $ 52899 2025/06/30 112.068 K $ 5.23 %
2025/09/30 KHC KRAFT HEINZ CO 0.30% 4.469 M $ 171634 2025/06/30 28.041 K $ 0.85 %
2025/09/30 AVTR AVANTOR INC 0.30% 4.444 M $ 356112 2025/09/30 0.000 $ 0.00 %
2025/09/30 HBM HUDBAY MINERALS INC 0.29% 4.349 M $ 286865 2025/03/31 1.116 M $ 42.88 %
2025/09/30 ASTE ASTEC INDS INC 0.29% 4.299 M $ 89321 2023/12/31 606.216 K $ 15.45 %
2025/09/30 EQT EQT CORP 0.29% 4.276 M $ 78551 2022/12/31 -338.239 K $ -6.67 %
2025/09/30 GOOGL ALPHABET INC 0.29% 4.224 M $ 17377 2025/06/30 4.676 M $ 37.94 %
2025/09/30 DELL DELL TECHNOLOGIES INC 0.28% 4.195 M $ 29587 2024/09/30 835.562 K $ 15.64 %
2025/09/30 ADBE ADOBE INC 0.28% 4.101 M $ 11626 2025/09/30 0.000 $ 0.00 %
2025/09/30 MCD MCDONALDS CORP 0.28% 4.086 M $ 13445 2024/12/31 150.824 K $ 4.01 %
2025/09/30 VCSH VANGUARD SCOTTSDALE FDS 0.27% 4.016 M $ 50244 2021/12/31 21.604 K $ 0.54 %
2025/09/30 KDP KEURIG DR PEPPER INC 0.27% 3.955 M $ 155027 2025/09/30 0.000 $ 0.00 %
2025/09/30 CMA COMERICA INC 0.26% 3.800 M $ 55452 2023/03/31 508.712 K $ 14.87 %
2025/09/30 NATL NCR ATLEOS CORPORATION 0.26% 3.800 M $ 96656 2023/12/31 891.236 K $ 37.78 %
2025/09/30 BRK-B BERKSHIRE HATHAWAY INC DEL 0.26% 3.770 M $ 7498 2020/06/30 88.990 K $ 3.49 %
2025/09/30 AEM AGNICO EAGLE MINES LTD 0.25% 3.721 M $ 22074 2023/12/31 1.096 M $ 41.73 %
2025/09/30 BA BOEING CO 0.24% 3.520 M $ 16309 2025/06/30 38.341 K $ 3.01 %
2025/09/30 NOG NORTHERN OIL & GAS INC 0.24% 3.497 M $ 141010 2023/06/30 -286.414 K $ -12.52 %
2025/09/30 ACN ACCENTURE PLC IRELAND 0.23% 3.463 M $ 14042 2025/09/30 0.000 $ 0.00 %
2025/09/30 CDP COPT DEFENSE PROPERTIES 0.23% 3.429 M $ 117999 2025/09/30 0.000 $ 0.00 %