EIA
Edgemoor Investment Advisors Portfolio holdings
AUM
$1.16B
1-Year Return
18.56%
This Quarter Return
+2.09%
1 Year Return
+18.56%
3 Year Return
+82.25%
5 Year Return
+144.57%
10 Year Return
+300.58%
AUM
$733M
AUM Growth
+$29.5M
(+4.2%)
Cap. Flow
+$20.8M
Cap. Flow
% of AUM
2.84%
Top 10 Holdings %
Top 10 Hldgs %
31.71%
Holding
140
New
16
Increased
57
Reduced
38
Closed
6
Top Buys
| 1 |
Lamar Advertising Co
LAMR
|
$5.89M |
| 2 |
Visa
V
|
$5.46M |
| 3 |
Berkshire Hathaway Class A
BRK.A
|
$3.06M |
| 4 |
CoStar Group
CSGP
|
$2.26M |
| 5 |
Blackstone
BX
|
$1.79M |
Top Sells
Sector Composition
| 1 | Industrials | 16.97% |
| 2 | Financials | 16.75% |
| 3 | Healthcare | 11.02% |
| 4 | Consumer Discretionary | 10.64% |
| 5 | Communication Services | 9.75% |
