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
$1.46B
AUM Growth
-$30.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
60
New
Increased
Reduced
Closed

Top Buys

1 +$49.8K
2 +$24.2K

Top Sells

1 +$2.59M
2 +$2.35M
3 +$2.06M
4
PG icon
Procter & Gamble
PG
+$1.77M
5
IBM icon
IBM
IBM
+$1.73M

Sector Composition

1 Industrials 21.19%
2 Financials 16.02%
3 Consumer Staples 14%
4 Healthcare 11.63%
5 Communication Services 9.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$7.77M 0.53%
60,046
-1,606
52
$6.8M 0.46%
130,100
-3,800
53
$5.39M 0.37%
72,326
-2,000
54
$937K 0.06%
8,929
+475
55
$818K 0.06%
3,382
+100
56
$509K 0.03%
2
57
$254K 0.02%
260