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
$122M
AUM Growth
+$11.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1 +$1.81M
2 +$1.16M
3 +$1.04M
4
WHR icon
Whirlpool
WHR
+$569K
5
BWA icon
BorgWarner
BWA
+$557K

Top Sells

1 +$2.83M
2 +$688K
3 +$568K
4
ABBV icon
AbbVie
ABBV
+$472K
5
MPW icon
Medical Properties Trust
MPW
+$294K

Sector Composition

1 Healthcare 21.88%
2 Technology 16.67%
3 Financials 13.23%
4 Industrials 9.92%
5 Real Estate 7.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$217K 0.18%
18,195
-99
77
$212K 0.17%
1,357
78
$209K 0.17%
+6,422
79
-47,960
80
-27,597
81
-3,254
82
-823
83
-10,095
84
-4,001