EIA

Edgemoor Investment Advisors Portfolio holdings

AUM $1.16B
1-Year Est. Return 18.56%
This Quarter Est. Return
1 Year Est. Return
+18.56%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$657M
AUM Growth
-$29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1
+$7.46M
2
+$5.25M
3
+$4.64M
4
SEE icon
Sealed Air
SEE
+$3.31M
5
URI icon
United Rentals
URI
+$2.92M

Top Sells

1
+$5.2M
2
+$4.93M
3
+$2.54M
4
TUP
Tupperware Brands Corporation
TUP
+$1.17M
5
AFL icon
Aflac
AFL
+$1.07M

Sector Composition

1 Financials 15.43%
2 Industrials 14.78%
3 Healthcare 14.16%
4 Technology 10.75%
5 Energy 8.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.64M 0.71%
+67,445
52
$4.62M 0.7%
3,952
53
$4.53M 0.69%
181,951
-10,120
54
$4.32M 0.66%
71,857
+48,685
55
$4.28M 0.65%
283,266
-3,000
56
$3.9M 0.59%
20
57
$3.89M 0.59%
55,285
-100
58
$3.87M 0.59%
161,106
-850
59
$3.62M 0.55%
55,921
+19,821
60
$3.51M 0.53%
91,296
-1,700
61
$3.49M 0.53%
50,597
-7,275
62
$3.34M 0.51%
3,103
-80
63
$3.31M 0.5%
+70,630
64
$3.28M 0.5%
182,033
-759
65
$3.24M 0.49%
67,970
+13,265
66
$3.22M 0.49%
97,142
+17,997
67
$2.97M 0.45%
121,219
+500
68
$2.76M 0.42%
34,963
+902
69
$2.73M 0.42%
46,975
70
$2.03M 0.31%
57,290
71
$1.9M 0.29%
+14,480
72
$1.89M 0.29%
+6,363
73
$1.84M 0.28%
72,200
74
$1.71M 0.26%
34,428
+150
75
$1.7M 0.26%
25,076
1 2
3
4 5