ECM
Engine Capital Management Portfolio holdings
AUM
$473M
This Quarter Return
+22.85%
1 Year Return
-0.73%
3 Year Return
+71.7%
5 Year Return
+242.08%
10 Year Return
–
AUM
$342M
AUM Growth
+$342M
(+14%)
Cap. Flow
-$10.7M
Cap. Flow
% of AUM
-3.13%
Top 10 Holdings %
Top 10 Hldgs %
77.61%
Holding
55
New
7
Increased
7
Reduced
12
Closed
15
Top Buys
| 1 |
UNVR
Univar Solutions Inc.
UNVR
|
$18.2M |
| 2 |
AVTA
Avantax, Inc. Common Stock
AVTA
|
$14.9M |
| 3 |
Laureate Education
LAUR
|
$9.69M |
| 4 |
Apollo Global Management
APO
|
$9.13M |
| 5 |
Korn Ferry
KFY
|
$8.81M |
Top Sells
| 1 |
Dine Brands
DIN
|
$18.7M |
| 2 |
HIL
Hill International, Inc. Common Stock
HIL
|
$18.4M |
| 3 |
Carlyle Group
CG
|
$12.1M |
| 4 |
Willis Towers Watson
WTW
|
$9.78M |
| 5 |
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% |