ELC

Edgar Lomax Company Portfolio holdings

AUM $1.58B
1-Year Est. Return 13.93%
This Quarter Est. Return
1 Year Est. Return
+13.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.29B
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
61
New
Increased
Reduced
Closed

Top Buys

1 +$65.8M
2 +$55.2M
3 +$53.5M
4
WMT icon
Walmart
WMT
+$48.5M
5
WBA
Walgreens Boots Alliance
WBA
+$43.2M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 24.28%
2 Financials 14.32%
3 Industrials 13.29%
4 Technology 12.14%
5 Energy 10.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$6.88M 0.54%
+79,525
52
$6.64M 0.52%
+86,286
53
$6.03M 0.47%
+110,530
54
$5.76M 0.45%
+130,604
55
$5.63M 0.44%
+173,395
56
$5.6M 0.44%
+254,167
57
$4.8M 0.37%
+62,270
58
$4.58M 0.36%
+166,075
59
$4.38M 0.34%
+125,210
60
$879K 0.07%
+5,480
61
$337K 0.03%
+2