EGM

Engineers Gate Manager Portfolio holdings

AUM $8.73B
1-Year Est. Return 10.98%
This Quarter Est. Return
1 Year Est. Return
+10.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.71B
AUM Growth
+$60M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,161
New
Increased
Reduced
Closed

Top Buys

1
+$16.9M
2
+$14.8M
3
+$13.4M
4
PODD icon
Insulet
PODD
+$13.2M
5
JCI icon
Johnson Controls International
JCI
+$12.8M

Top Sells

1
+$16.3M
2
+$12.6M
3
+$12.5M
4
HON icon
Honeywell
HON
+$12.1M
5
IEX icon
IDEX
IEX
+$11.4M

Sector Composition

1 Technology 20.58%
2 Consumer Discretionary 14.84%
3 Healthcare 14.24%
4 Industrials 13.47%
5 Financials 10.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$2.5M 0.09%
178,105
-48,421
302
$2.5M 0.09%
101,709
+82,552
303
$2.49M 0.09%
54,125
-159,427
304
$2.49M 0.09%
135,458
+5,014
305
$2.48M 0.09%
8,258
+1,806
306
$2.47M 0.09%
+4,603
307
$2.46M 0.09%
22,761
+19,806
308
$2.46M 0.09%
10,405
+8,866
309
$2.46M 0.09%
82,726
+32,988
310
$2.46M 0.09%
64,286
+187
311
$2.45M 0.09%
30,016
+9,152
312
$2.45M 0.09%
23,821
-14,286
313
$2.45M 0.09%
+84,794
314
$2.45M 0.09%
47,003
+7,335
315
$2.45M 0.09%
90,163
+11,843
316
$2.45M 0.09%
140,892
+89,737
317
$2.43M 0.09%
+19,145
318
$2.43M 0.09%
+76,049
319
$2.43M 0.09%
112,828
+23,301
320
$2.42M 0.09%
108,061
-13,151
321
$2.42M 0.09%
40,996
+23,012
322
$2.41M 0.09%
29,052
+15,073
323
$2.41M 0.09%
143,795
+48,287
324
$2.39M 0.09%
13,328
+4,395
325
$2.35M 0.09%
219,217
+5,196
11 12
13
14 15