EGA
Eagle Global Advisors Portfolio holdings
AUM
$2.47B
1-Year Return
18.37%
This Quarter Return
+4.8%
1 Year Return
+18.37%
3 Year Return
+84.11%
5 Year Return
+179.48%
10 Year Return
+141.99%
AUM
$2.01B
AUM Growth
+$121M
(+6.4%)
Cap. Flow
+$45.2M
Cap. Flow
% of AUM
2.25%
Top 10 Holdings %
Top 10 Hldgs %
36.48%
Holding
249
New
16
Increased
41
Reduced
102
Closed
10
Top Buys
| 1 |
Western Midstream Partners
WES
|
$15.1M |
| 2 |
Builders FirstSource
BLDR
|
$10.2M |
| 3 |
Hawaiian Electric Industries
HE
|
$9.98M |
| 4 |
Plains All American Pipeline
PAA
|
$9.75M |
| 5 |
BKV
BKV Corporation
BKV
|
$9.15M |
Top Sells
| 1 |
Delek Logistics
DKL
|
$10.8M |
| 2 |
Wells Fargo
WFC
|
$10.2M |
| 3 |
PayPal
PYPL
|
$9.15M |
| 4 |
Targa Resources
TRGP
|
$8.26M |
| 5 |
LB
LandBridge Company LLC
LB
|
$5.56M |
Sector Composition
| 1 | Energy | 41.02% |
| 2 | Technology | 16.56% |
| 3 | Financials | 10.01% |
| 4 | Healthcare | 7.17% |
| 5 | Industrials | 5.47% |
