EGA

Eagle Global Advisors Portfolio holdings

AUM $2.61B
1-Year Est. Return 20.39%
This Quarter Est. Return
1 Year Est. Return
+20.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.61B
AUM Growth
+$139M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
282
New
Increased
Reduced
Closed

Top Buys

1 +$27.2M
2 +$13M
3 +$11.3M
4
VEEV icon
Veeva Systems
VEEV
+$9.61M
5
PNC icon
PNC Financial Services
PNC
+$9.27M

Top Sells

1 +$20.8M
2 +$20M
3 +$14.8M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$10.7M
5
PGR icon
Progressive
PGR
+$9.19M

Sector Composition

1 Energy 37.43%
2 Technology 21.38%
3 Financials 10.27%
4 Industrials 6.17%
5 Communication Services 5.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
EMR icon
276
Emerson Electric
EMR
$74.9B
-1,600
FSK icon
277
FS KKR Capital
FSK
$4.51B
-23,615
LNTH icon
278
Lantheus
LNTH
$3.9B
-181,150
MBLY icon
279
Mobileye
MBLY
$9.62B
-57,000
NWE icon
280
NorthWestern Energy
NWE
$4.24B
-25,550
PLL
281
DELISTED
Piedmont Lithium
PLL
-13,800
WM icon
282
Waste Management
WM
$87.8B
-875