Latest news with #CarillonEagleGrowth&IncomeFund
Yahoo
20-05-2025
- Business
- Yahoo
Solid Results Boosted Abbott Laboratories' (ABT) Performance in Q1
Carillon Tower Advisers, an investment management company, released its 'Carillon Eagle Growth & Income Fund' first quarter 2025 investor letter. A copy of the letter can be downloaded here. The S&P 500 Index ended Q1 down 4.3%, marking a turbulent start to 2025. The volatility that began in February was triggered by factors including policy uncertainties, economic deceleration, and AI investment sustainability concerns. The market's first intra-quarter drawdown exceeded 10% in 28 months. Adding to the uncertainty, the 10-year U.S. Treasury yield declined from 4.8% to 4.25%, leading to an equity market rotation favoring defensive sectors, quality stocks, and dividend-yielding equities over growth and momentum-driven investments, with top-performing sectors like energy, healthcare, and consumer staples. Moreover, the quarter saw market participation broaden, with index leadership shifting from mega-cap technology companies to a more diverse base of stocks, as evidenced by the S&P 500® Equal Weight Index's outperformance. Additionally, you can check the fund's top 5 holdings to determine its best picks for 2025. In its first-quarter 2025 investor letter, Carillon Eagle Growth & Income Fund highlighted stocks such as Abbott Laboratories (NYSE:ABT). Abbott Laboratories (NYSE:ABT) is a leading manufacturer of health care products. The one-month return of Abbott Laboratories (NYSE:ABT) was 2.90%, and its shares gained 31.65% of their value over the last 52 weeks. On May 19, 2025, Abbott Laboratories (NYSE:ABT) stock closed at $135.55 per share with a market capitalization of $235.835 billion. Carillon Eagle Growth & Income Fund stated the following regarding Abbott Laboratories (NYSE:ABT) in its Q1 2025 investor letter: "Abbott Laboratories (NYSE:ABT) shares outperformed following the release of solid fourth-quarter results and initial 2025 guidance that was slightly better than analysts' expectations. The stock also benefited from the broader equity market rotation into the healthcare sector and, more specifically, into the medical device industry." An operating room with a doctor monitoring a patient's vital signs during surgery with a medical device. Abbott Laboratories (NYSE:ABT) is not on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 66 hedge fund portfolios held Abbott Laboratories (NYSE:ABT) at the end of the fourth quarter, compared to 63 in the third quarter. While we acknowledge the potential of Abbott Laboratories (NYSE:ABT) as an investment, our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns, and doing so within a shorter timeframe. If you are looking for an AI stock that is as promising as NVIDIA but that trades at less than 5 times its earnings, check out our report about the undervalued AI stock set for massive gains. In another article, we covered Abbott Laboratories (NYSE:ABT) and shared the list of best unstoppable stocks that pay dividends. Abbott Laboratories (NYSE:ABT) was a top contributor to Diamond Hill Large Cap Fund's performance in Q1 2025. In addition, please check out our hedge fund investor letters Q1 2025 page for more investor letters from hedge funds and other leading investors. READ NEXT: Michael Burry Is Selling These Stocks and A New Dawn Is Coming to US Stocks. Disclosure: None. This article is originally published at Insider Monkey. Sign in to access your portfolio
Yahoo
20-05-2025
- Business
- Yahoo
AbbVie (ABBV) Soared on Favorable Tailwinds
Carillon Tower Advisers, an investment management company, released its 'Carillon Eagle Growth & Income Fund' first quarter 2025 investor letter. A copy of the letter can be downloaded here. The S&P 500 Index ended Q1 down 4.3%, marking a turbulent start to 2025. The volatility that began in February was triggered by factors including policy uncertainties, economic deceleration, and AI investment sustainability concerns. The market's first intra-quarter drawdown exceeded 10% in 28 months. Adding to the uncertainty, the 10-year U.S. Treasury yield declined from 4.8% to 4.25%, leading to an equity market rotation favoring defensive sectors, quality stocks, and dividend-yielding equities over growth and momentum-driven investments, with top-performing sectors like energy, healthcare, and consumer staples. Moreover, the quarter saw market participation broaden, with index leadership shifting from mega-cap technology companies to a more diverse base of stocks, as evidenced by the S&P 500® Equal Weight Index's outperformance. Additionally, you can check the fund's top 5 holdings to determine its best picks for 2025. In its first-quarter 2025 investor letter, Carillon Eagle Growth & Income Fund highlighted stocks such as AbbVie Inc. (NYSE:ABBV). AbbVie Inc. (NYSE:ABBV) is a research-based biopharmaceutical company. The one-month return of AbbVie Inc. (NYSE:ABBV) was 6.74%, and its shares gained 13.84% of their value over the last 52 weeks. On May 19, 2025, AbbVie Inc. (NYSE:ABBV) stock closed at $185.71 per share with a market capitalization of $327.809 billion. Carillon Eagle Growth & Income Fund stated the following regarding AbbVie Inc. (NYSE:ABBV) in its Q1 2025 investor letter: "AbbVie Inc. (NYSE:ABBV) issued better than expected initial 2025 guidance and raised the long-term sales outlook for its two most important drugs. The stock also benefited from the broader equity market rotation into the healthcare sector, including into more defensive industries like biopharmaceuticals." A pharmacist handing out a pharmaceutical drug to a patient in a drug store or chemist. AbbVie Inc. (NYSE:ABBV) is not on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 85 hedge fund portfolios held AbbVie Inc. (NYSE:ABBV) at the end of the fourth quarter, compared to 68 in the third quarter. While we acknowledge the potential of AbbVie Inc. (NYSE:ABBV) as an investment, our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns, and doing so within a shorter timeframe. If you are looking for an AI stock that is as promising as NVIDIA but that trades at less than 5 times its earnings, check out our report about the undervalued AI stock set for massive gains. In another article, we covered AbbVie Inc. (NYSE:ABBV) and shared the list of best dividend stocks with high yields. In addition, please check out our hedge fund investor letters Q1 2025 page for more investor letters from hedge funds and other leading investors. READ NEXT: Michael Burry Is Selling These Stocks and A New Dawn Is Coming to US Stocks. Disclosure: None. This article is originally published at Insider Monkey.
Yahoo
20-05-2025
- Business
- Yahoo
Oracle (ORCL) Slid on Investors' Skepticism
Carillon Tower Advisers, an investment management company, released its 'Carillon Eagle Growth & Income Fund' first quarter 2025 investor letter. A copy of the letter can be downloaded here. The S&P 500 Index ended Q1 down 4.3%, marking a turbulent start to 2025. The volatility that began in February was triggered by factors including policy uncertainties, economic deceleration, and AI investment sustainability concerns. The market's first intra-quarter drawdown exceeded 10% in 28 months. Adding to the uncertainty, the 10-year U.S. Treasury yield declined from 4.8% to 4.25%, leading to an equity market rotation favoring defensive sectors, quality stocks, and dividend-yielding equities over growth and momentum-driven investments, with top-performing sectors like energy, healthcare, and consumer staples. Moreover, the quarter saw market participation broaden, with index leadership shifting from mega-cap technology companies to a more diverse base of stocks, as evidenced by the S&P 500® Equal Weight Index's outperformance. Additionally, you can check the fund's top 5 holdings to determine its best picks for 2025. In its first-quarter 2025 investor letter, Carillon Eagle Growth & Income Fund highlighted stocks such as Oracle Corporation (NYSE:ORCL). Oracle Corporation (NYSE:ORCL) offers products and services that address enterprise information technology environments. The one-month return of Oracle Corporation (NYSE:ORCL) was 24.22%, and its shares gained 26.82% of their value over the last 52 weeks. On May 19, 2025, Oracle Corporation (NYSE:ORCL) stock closed at $159.64 per share with a market capitalization of $443.237 billion. Carillon Eagle Growth & Income Fund stated the following regarding Oracle Corporation (NYSE:ORCL) in its Q1 2025 investor letter: "Oracle Corporation's (NYSE:ORCL) earnings guidance fell short of expectations after the stock's strong run in 2024. Bookings were strong, but investors were still skeptical about the company's ability to execute. The company did lose a small government contract, which created consternation about additional government cancellations." A team of IT professionals meticulously crafting a large-scale enterprise performance management system. Oracle Corporation (NYSE:ORCL) is not on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 105 hedge fund portfolios held Oracle Corporation (NYSE:ORCL) at the end of the fourth quarter compared to 91 in the third quarter. While we acknowledge the potential of Oracle Corporation (NYSE:ORCL) as an investment, our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns, and doing so within a shorter timeframe. If you are looking for an AI stock that is as promising as NVIDIA but that trades at less than 5 times its earnings, check out our report about the undervalued AI stock set for massive gains. In another article, we covered Oracle Corporation (NYSE:ORCL) and shared Polen Focus Growth Strategy's views the company. Aristotle Atlantic Large Cap Growth Strategy established a position in Oracle Corporation (NYSE:ORCL) during the first quarter based on its strong growth potential and promising future performance. In addition, please check out our hedge fund investor letters Q1 2025 page for more investor letters from hedge funds and other leading investors. READ NEXT: Michael Burry Is Selling These Stocks and A New Dawn Is Coming to US Stocks. Disclosure: None. This article is originally published at Insider Monkey. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
20-05-2025
- Business
- Yahoo
Hewlett Packard Enterprise Company (HPE) Traded Lower Amid Concerns Over Cancellation of Acquisition Deal
Carillon Tower Advisers, an investment management company, released its 'Carillon Eagle Growth & Income Fund' first quarter 2025 investor letter. A copy of the letter can be downloaded here. The S&P 500 Index ended Q1 down 4.3%, marking a turbulent start to 2025. The volatility that began in February was triggered by factors including policy uncertainties, economic deceleration, and AI investment sustainability concerns. The market's first intra-quarter drawdown exceeded 10% in 28 months. Adding to the uncertainty, the 10-year U.S. Treasury yield declined from 4.8% to 4.25%, leading to an equity market rotation favoring defensive sectors, quality stocks, and dividend-yielding equities over growth and momentum-driven investments, with top-performing sectors like energy, healthcare, and consumer staples. Moreover, the quarter saw market participation broaden, with index leadership shifting from mega-cap technology companies to a more diverse base of stocks, as evidenced by the S&P 500® Equal Weight Index's outperformance. Additionally, you can check the fund's top 5 holdings to determine its best picks for 2025. In its first-quarter 2025 investor letter, Carillon Eagle Growth & Income Fund highlighted stocks such as Hewlett Packard Enterprise Company (NYSE:HPE). Hewlett Packard Enterprise Company (NYSE:HPE) offers solutions that allow customers to capture, analyze, and act upon data seamlessly. The one-month return of Hewlett Packard Enterprise Company (NYSE:HPE) was 15.25%, and its shares lost 1.80% of their value over the last 52 weeks. On May 19, 2025, Hewlett Packard Enterprise Company (NYSE:HPE) stock closed at $17.46 per share with a market capitalization of $22.94 billion. Carillon Eagle Growth & Income Fund stated the following regarding Hewlett Packard Enterprise Company (NYSE:HPE) in its Q1 2025 investor letter: "Hewlett Packard Enterprise Company (NYSE:HPE) was weak after concerns that its planned acquisition of a network solutions company might get blocked, followed by its latest earnings report, which missed analysts' expectations as the company adjusted for expected headwinds from tariffs." A woman programmer in a modern office working with multiple computer servers. Hewlett Packard Enterprise Company (NYSE:HPE) is not on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 66 hedge fund portfolios held Hewlett Packard Enterprise Company (NYSE:HPE) at the end of the fourth quarter, compared to 64 in the third quarter. While we acknowledge the potential of Hewlett Packard Enterprise Company (NYSE:HPE) as an investment, our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns, and doing so within a shorter timeframe. If you are looking for an AI stock that is as promising as NVIDIA but that trades at less than 5 times its earnings, check out our report about the undervalued AI stock set for massive gains. In another article, we covered Hewlett Packard Enterprise Company (NYSE:HPE) and shared the list of AI stocks surging on news and analyst ratings. In addition, please check out our hedge fund investor letters Q1 2025 page for more investor letters from hedge funds and other leading investors. READ NEXT: Michael Burry Is Selling These Stocks and A New Dawn Is Coming to US Stocks. Disclosure: None. This article is originally published at Insider Monkey. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
20-05-2025
- Business
- Yahoo
Eaton Corporation plc (ETN) Dropped Due to Concerns Over Impact on AI Supply Chain from Slower Data Centre Expansion
Carillon Tower Advisers, an investment management company, released its 'Carillon Eagle Growth & Income Fund' first quarter 2025 investor letter. A copy of the letter can be downloaded here. The S&P 500 Index ended Q1 down 4.3%, marking a turbulent start to 2025. The volatility that began in February was triggered by factors including policy uncertainties, economic deceleration, and AI investment sustainability concerns. The market's first intra-quarter drawdown exceeded 10% in 28 months. Adding to the uncertainty, the 10-year U.S. Treasury yield declined from 4.8% to 4.25%, leading to an equity market rotation favoring defensive sectors, quality stocks, and dividend-yielding equities over growth and momentum-driven investments, with top-performing sectors like energy, healthcare, and consumer staples. Moreover, the quarter saw market participation broaden, with index leadership shifting from mega-cap technology companies to a more diverse base of stocks, as evidenced by the S&P 500® Equal Weight Index's outperformance. Additionally, you can check the fund's top 5 holdings to determine its best picks for 2025. In its first-quarter 2025 investor letter, Carillon Eagle Growth & Income Fund highlighted stocks such as Eaton Corporation plc (NYSE:ETN). Eaton Corporation plc (NYSE:ETN) is a global power management company. The one-month return of Eaton Corporation plc (NYSE:ETN) was 23.37%, and its shares lost 2.21% of their value over the last 52 weeks. On May 19, 2025, Eaton Corporation plc (NYSE:ETN) stock closed at $329.29 per share with a market capitalization of $128.85 billion. Carillon Eagle Growth & Income Fund stated the following regarding Eaton Corporation plc (NYSE:ETN) in its Q1 2025 investor letter: "Pressure on Eaton Corporation plc (NYSE:ETN) shares stemmed from concerns about the possibility that reduced capital spending in the data center market could affect the entire AI supply chain. As a critical supplier of power connection products, the company's multi-year growth prospects are affected by overall data center capital spending trends that continue to be favorable." A technician standing in the middle of a power station, inspecting a power distribution system. Eaton Corporation plc (NYSE:ETN) is not on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 88 hedge fund portfolios held Eaton Corporation plc (NYSE:ETN) at the end of the fourth quarter, compared to 90 in the third quarter. Eaton Corporation plc (NYSE:ETN) reported revenue of $6.4 billion and adjusted EPS of $2.72 representing a 13% increase from the previous year. While we acknowledge the potential of Eaton Corporation plc (NYSE:ETN) as an investment, our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns, and doing so within a shorter timeframe. If you are looking for an AI stock that is as promising as NVIDIA but that trades at less than 5 times its earnings, check out our report about the undervalued AI stock set for massive gains. In another article, we covered Eaton Corporation plc (NYSE:ETN) and shared the list of stocks Jim Cramer got misjudged. In addition, please check out our hedge fund investor letters Q1 2025 page for more investor letters from hedge funds and other leading investors. READ NEXT: Michael Burry Is Selling These Stocks and A New Dawn Is Coming to US Stocks. Disclosure: None. This article is originally published at Insider Monkey.
