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
$1.45B
AUM Growth
-$150M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1 +$14.6M
2 +$14.4M

Top Sells

1 +$14.4M
2 +$11.6M
3 +$6.46M
4
CVX icon
Chevron
CVX
+$1.14M
5
XOM icon
Exxon Mobil
XOM
+$977K

Sector Composition

1 Healthcare 27.61%
2 Financials 17.58%
3 Industrials 10.97%
4 Consumer Staples 10.3%
5 Energy 9.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$5.46M 0.38%
40,505
-455
52
$5.39M 0.37%
60,070
-605
53
$4.01M 0.28%
7,283
-50
54
$2.62M 0.18%
20,363
55
$2.25M 0.16%
55,640
56
$1.15M 0.08%
3,223
57
$1.04M 0.07%
90,641
-1,725
58
$406K 0.03%
1