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
$1.53B
AUM Growth
+$61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1 +$1.64M
2 +$72.7K

Top Sells

1 +$3.54M
2 +$3.02M
3 +$2.88M
4
VZ icon
Verizon
VZ
+$2.84M
5
AMGN icon
Amgen
AMGN
+$2.7M

Sector Composition

1 Industrials 20.87%
2 Healthcare 19.8%
3 Technology 16.04%
4 Financials 13.79%
5 Energy 8.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$1.6M 0.1%
3,368
+153
52
$543K 0.04%
1
53
$125K 0.01%
15,380
54
$112K 0.01%
11,300
55
$92.6K 0.01%
47,220