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
$120M
AUM Growth
+$10M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1 +$293K
2 +$279K
3 +$240K
4
TRV icon
Travelers Companies
TRV
+$217K
5
NXPI icon
NXP Semiconductors
NXPI
+$204K

Top Sells

1 +$2M
2 +$134K
3 +$47K
4
AZN icon
AstraZeneca
AZN
+$42.1K
5
AVGO icon
Broadcom
AVGO
+$34.5K

Sector Composition

1 Healthcare 25.31%
2 Technology 18.09%
3 Financials 11.84%
4 Industrials 8.71%
5 Consumer Discretionary 7.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-21,837