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
151
-333,054
152
-44,415