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ECM

Engine Capital Management Portfolio holdings

AUM $828M
1-Year Est. Return 6.49%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-6.49%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$256M
AUM Growth
+$42.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$18.7M
2
+$18M
3
+$6.39M
4
PRKS icon
United Parks & Resorts
PRKS
+$4.97M
5
MED icon
Medifast
MED
+$3.57M

Top Sells

1
+$6.01M
2
+$4.42M
3
+$4.3M
4
REVG
REV Group
REVG
+$3.16M
5
VRNT
Verint Systems
VRNT
+$2.57M

Sector Composition

1 Industrials 32.86%
2 Healthcare 26.96%
3 Real Estate 12.89%
4 Consumer Discretionary 12.17%
5 Technology 6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.79M 0.7%
+286,080
27
$1.61M 0.63%
178,884
+120,533
28
$1.58M 0.62%
25,209
-26,012
29
$1.51M 0.59%
70,400
30
$1.33M 0.52%
+40,000
31
$1.22M 0.48%
20,341
-76,378
32
$996K 0.39%
22,382
33
$375K 0.15%
10,498
34
$311K 0.12%
73,745
-345,063
35
$300K 0.12%
12,300
-2,571
36
$123K 0.05%
+10,000
37
$117K 0.05%
1,864
38
– –
-3,705
39
– –
-8,088
40
– –
-5,038
41
– –
-2,052
42
– –
-10,253
43
– –
-11,894
44
– –
-29,389
45
– –
-130,088
46
– –
-261,437
47
– –
-2,479
48
– –
-117,780
49
– –
-31,944
50
– –
-12,968
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