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
$256M
AUM Growth
+$42.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$20.1M
2
+$9.77M
3
+$6.16M
4
PRKS icon
United Parks & Resorts
PRKS
+$5.46M
5
MED icon
Medifast
MED
+$4.04M

Top Sells

1
+$6.01M
2
+$5.06M
3
+$4.58M
4
REVG icon
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
51
– –
-261,437
52
– –
-2,479
53
– –
-117,780
54
– –
-18,337
55
– –
-9,981
56
– –
-13,905
57
– –
-217,339
1 2
3