EAGLE ASSET Overview

Eagle Asset Management Inc is an investment advisor that manages 27.4 BN dollars in regulatory AUM and has 195 employees, of which 65 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/01 to 09/30/16. The fund's latest filing disclosed 15BN in positions, representing 54% of the manager's regulatory AUM.

EAGLE ASSET StockAlpha

-2.3%
Top 25%
3yr StockAlpha Register for more...

Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

EAGLE ASSET Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
WCN 1.62% Industrials 0% -0.08% 0 4%
MSFT 1.37% Tech 5.25% 0.09% 0 36%
Get the Full Report
FEATURED IN
Logo of CNBC
Wall Street Journal Logo
Pensions & Investments logo
BloomBerg Logo

EAGLE ASSET Founders and Key Employees

Name Title In Position Since
Richard J. Rossi President October-2009
Thomas A. James Chairman Of Board July-1984
Damian D. Sousa Chief Compliance Officer February-2003
Richard J. Rossi Co Chief Operating Officer November-2007
James C. Abbott Co-Chief Operating Officer, Director October-2009
Damian D. Sousa Director February-2012
Eric C. Wilwant Director Chief Admin Officer October-2008

EAGLE ASSET Brokers, Custodians, Auditors and Administrators

Type Company
Administrator Pro
Administrator Pro
Auditor Pro
Auditor Pro
Custodian Pro
Prime Broker Pro

EAGLE ASSET Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss


Eagle’s investment programs are listed further along with a brief description of each investment objective’s general investment strategies typically used in managing the assets including the methods of analysis, and the material risks associated with investing in the objective. There is no guarantee that a particular strategy will meet its investment goals. Additionally, the investment strategies and techniques Eagle uses within a given strategy will vary over time depending on various factors. Eagle may give advice and take action for clients which differs from advice given or the timing or nature of action taken for other clients with different objectives. Eagle is not obligated to initiate transactions for clients in any security which its principals, affiliates or employees may purchase or sell for their own accounts or for other clients.

Eagle generally manages accounts with full invest...
Get the Full Report

EAGLE ASSET Portfolio Concentration

EAGLE ASSET Location

880 CARILLON PKWY
ST. PETERSBURG, Florida
UNITED STATES, 33716

EAGLE ASSET Contact Information

Phone Number: 727-573-2453
Fax Number: 727-573-8655
Website:

READ RECENT SYMMETRIC REPORTS

Disclaimer

The information contained herein: (1) is proprietary to Symmetric and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Symmetric nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance and skill metrics are no guarantee of future results. "Symmetric," "Symmetric.io" and the Symmetric logo are marks of Symmetric, Inc. Read our privacy policy here. Read our terms of use here
Path B