ECM

Engine Capital Management Portfolio holdings

AUM $842M
1-Year Est. Return 0.68%
This Quarter Est. Return
1 Year Est. Return
-0.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$209M
AUM Growth
+$56.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
63
New
Increased
Reduced
Closed

Top Buys

1
+$34.3M
2
+$14.8M
3
+$13.3M
4
KAR icon
Openlane
KAR
+$8.43M
5
KKR icon
KKR & Co
KKR
+$4.3M

Top Sells

1
+$9.06M
2
+$5.66M
3
+$5.32M
4
DY icon
Dycom Industries
DY
+$5.04M
5
SRT
Startek Inc.
SRT
+$4.18M

Sector Composition

1 Industrials 33.14%
2 Consumer Discretionary 23.55%
3 Real Estate 16.42%
4 Technology 10.04%
5 Healthcare 7.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-71,757
52
– –
-2,957
53
– –
-34,269
54
– –
-9,920
55
– –
-56,222
56
– –
-53,769
57
– –
-381,300
58
– –
-859
59
– –
-3,494
60
– –
-530,046
61
– –
-1,214
62
– –
-2,563
63
– –
-15,150
1 2
3