EI

EDMP Inc Portfolio holdings

AUM $117M
1-Year Est. Return 24.22%
This Quarter Est. Return
1 Year Est. Return
+24.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$94.4M
AUM Growth
+$21.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1 +$3.45M
2 +$2.94M
3 +$1.57M
4
BMY icon
Bristol-Myers Squibb
BMY
+$1.52M
5
COR icon
Cencora
COR
+$1.42M

Top Sells

1 +$2.12M
2 +$230K
3 +$181K
4
AVGO icon
Broadcom
AVGO
+$179K
5
JNJ icon
Johnson & Johnson
JNJ
+$172K

Sector Composition

1 Healthcare 30.31%
2 Technology 14.42%
3 Financials 10.6%
4 Consumer Discretionary 10.41%
5 Industrials 8.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$200K 0.21%
+2,236
52
$78K 0.08%
10,116
53
-17,396