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
$987M
AUM Growth
-$990M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
226
New
Increased
Reduced
Closed

Top Buys

1 +$18.5M
2 +$10M
3 +$8.79M
4
SHLX
Shell Midstream Partners, L.P.
SHLX
+$7.12M
5
PBA icon
Pembina Pipeline
PBA
+$7.05M

Top Sells

1 +$35.2M
2 +$32M
3 +$30.3M
4
EPD icon
Enterprise Products Partners
EPD
+$26.7M
5
GLOG
GASLOG LTD
GLOG
+$22M

Sector Composition

1 Energy 38.01%
2 Technology 12.86%
3 Communication Services 8.77%
4 Financials 8.5%
5 Healthcare 7.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
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