EIA
Edgemoor Investment Advisors Portfolio holdings
AUM
$1.16B
1-Year Return
18.56%
This Quarter Return
+4.39%
1 Year Return
+18.56%
3 Year Return
+82.25%
5 Year Return
+144.57%
10 Year Return
+300.58%
AUM
$681M
AUM Growth
+$109K
(+0.02%)
Cap. Flow
-$13.4M
Cap. Flow
% of AUM
-1.97%
Top 10 Holdings %
Top 10 Hldgs %
31.19%
Holding
143
New
9
Increased
35
Reduced
60
Closed
8
Top Buys
| 1 |
Kinder Morgan
KMI
|
$21.4M |
| 2 |
Berkshire Hathaway Class A
BRK.A
|
$4.47M |
| 3 |
Qualcomm
QCOM
|
$2.33M |
| 4 |
Capital One
COF
|
$2.2M |
| 5 |
Sanofi
SNY
|
$1.43M |
Top Sells
| 1 |
KMR
KINDER MORGAN MANAGEMENT LLC
KMR
|
$14.7M |
| 2 |
NOV
NOV
|
$11.3M |
| 3 |
General Motors
GM
|
$7.66M |
| 4 |
IBM
IBM
|
$7.35M |
| 5 |
KMP
KINDER MORGAN ENER PNTRS L.P.
KMP
|
$4.69M |
Sector Composition
| 1 | Financials | 17.17% |
| 2 | Healthcare | 14.95% |
| 3 | Energy | 12.77% |
| 4 | Industrials | 11.4% |
| 5 | Technology | 10.91% |
