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
451
$1.68M 0.06%
33,819
-4,581
452
$1.68M 0.06%
5,857
+2,865
453
$1.68M 0.06%
11,238
-1,975
454
$1.67M 0.06%
54,311
+26,083
455
$1.67M 0.06%
86,654
-10,295
456
$1.66M 0.06%
147,908
-2,429
457
$1.66M 0.06%
16,748
+14,751
458
$1.65M 0.06%
225,345
+91,329
459
$1.64M 0.06%
14,667
-2,146
460
$1.64M 0.06%
40,073
+35,315
461
$1.63M 0.06%
37,872
-50,516
462
$1.63M 0.06%
50,178
-381
463
$1.63M 0.06%
9,780
+6,877
464
$1.63M 0.06%
46,470
-7,856
465
$1.62M 0.06%
25,536
+807
466
$1.62M 0.06%
+45,919
467
$1.62M 0.06%
16,166
+8,559
468
$1.61M 0.06%
22,787
-12,349
469
$1.61M 0.06%
10,778
+8,814
470
$1.61M 0.06%
13,339
+9,514
471
$1.6M 0.06%
191,108
-75,356
472
$1.58M 0.06%
+25,715
473
$1.57M 0.06%
53,109
-19,581
474
$1.57M 0.06%
101,180
-48,037
475
$1.56M 0.06%
615
-1,297
17 18
19
20 21