EIA
Edgemoor Investment Advisors Portfolio holdings
AUM
$1.16B
This Quarter Return
+0.87%
1 Year Return
+18.56%
3 Year Return
+82.25%
5 Year Return
+144.57%
10 Year Return
+300.58%
AUM
$681M
AUM Growth
+$681M
(+0.3%)
Cap. Flow
+$2.27M
Cap. Flow
% of AUM
0.33%
Top 10 Holdings %
Top 10 Hldgs %
28.47%
Holding
143
New
6
Increased
46
Reduced
48
Closed
9
Top Buys
| 1 |
Qualcomm
QCOM
|
$7.81M |
| 2 |
Blackstone Mortgage Trust
BXMT
|
$6.07M |
| 3 |
Schlumberger
SLB
|
$5.46M |
| 4 |
Enterprise Products Partners
EPD
|
$3.69M |
| 5 |
IBM
IBM
|
$3.67M |
Top Sells
Sector Composition
| 1 | Financials | 16% |
| 2 | Energy | 14.96% |
| 3 | Healthcare | 14.51% |
| 4 | Technology | 11.29% |
| 5 | Industrials | 10.36% |
