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
$2.43B
AUM Growth
-$13.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
287
New
Increased
Reduced
Closed

Top Buys

1
+$28.7M
2
+$14M
3
+$9.29M
4
META icon
Meta Platforms (Facebook)
META
+$8.86M
5
ET icon
Energy Transfer Partners
ET
+$8.03M

Top Sells

1
+$38M
2
+$31.7M
3
+$14.3M
4
AAPL icon
Apple
AAPL
+$13.2M
5
PAA icon
Plains All American Pipeline
PAA
+$8.56M

Sector Composition

1 Energy 41.7%
2 Technology 18.2%
3 Financials 9.99%
4 Healthcare 6.24%
5 Industrials 5.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$10.7M 0.44%
21,499
-24
52
$10.6M 0.44%
159,060
53
$10.6M 0.43%
32,022
+1,880
54
$10.5M 0.43%
33,651
-125
55
$10.3M 0.42%
600,767
+53,370
56
$10.1M 0.41%
106,083
-1,190
57
$9.78M 0.4%
134,255
+12,395
58
$9.42M 0.39%
144,366
+2,148
59
$9.29M 0.38%
+95,180
60
$9.27M 0.38%
132,029
-105
61
$8.83M 0.36%
37,374
-804
62
$8.77M 0.36%
99,745
-2,890
63
$8.71M 0.36%
88,755
-526
64
$8.69M 0.36%
50,999
65
$8.67M 0.36%
121,008
66
$8.4M 0.35%
50,631
-1,405
67
$8.38M 0.34%
16,492
68
$8.3M 0.34%
397,500
-6,020
69
$8.17M 0.34%
53,199
+5
70
$7.38M 0.3%
106,348
-3,780
71
$7.36M 0.3%
49,116
-1,719
72
$7.26M 0.3%
99,059
-1,296
73
$6.89M 0.28%
+132,637
74
$6.71M 0.28%
264,220
-69,525
75
$6.66M 0.27%
75,531
+7,800
1 2
3
4 5