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
$342M
AUM Growth
+$41.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1
+$18.2M
2
+$14.9M
3
+$9.69M
4
APO icon
Apollo Global Management
APO
+$9.13M
5
KFY icon
Korn Ferry
KFY
+$8.81M

Top Sells

1
+$18.7M
2
+$18.4M
3
+$12.1M
4
WTW icon
Willis Towers Watson
WTW
+$9.78M
5
DELL icon
Dell
DELL
+$8.42M

Sector Composition

1 Financials 36.06%
2 Materials 14.14%
3 Technology 12.73%
4 Consumer Discretionary 12.06%
5 Industrials 10.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-641,629
1 2
3