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
76
$1.57M 0.24%
91,020
77
$1.55M 0.24%
98,856
+7,897
78
$1.53M 0.23%
73,556
79
$1.35M 0.2%
26,590
80
$1.31M 0.2%
40,560
-473
81
$1.26M 0.19%
21,340
+945
82
$1.19M 0.18%
32,344
+251
83
$1.14M 0.17%
57,255
84
$1.06M 0.16%
+112,060
85
$1.04M 0.16%
18,566
+15,609
86
$1.01M 0.15%
26,674
87
$1.01M 0.15%
40,717
-200
88
$999K 0.15%
30,383
-150
89
$987K 0.15%
27,734
+10,071
90
$936K 0.14%
+29,715
91
$856K 0.13%
9,074
+870
92
$853K 0.13%
84,842
93
$833K 0.13%
16,231
94
$820K 0.12%
13,635
+1,615
95
$806K 0.12%
5,967
96
$803K 0.12%
26,628
+50
97
$788K 0.12%
26,444
+415
98
$770K 0.12%
9,757
+650
99
$755K 0.11%
18,443
100
$670K 0.1%
17,108
+1,000
2 3
4
5 6