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
26
$10.3M 0.38%
54,185
+47,812
27
$10.3M 0.38%
236,320
+50,460
28
$10.2M 0.38%
20,186
-309
29
$10.2M 0.38%
39,954
+12,918
30
$10M 0.37%
+50,100
31
$9.81M 0.36%
142,438
-6,753
32
$9.69M 0.36%
123,830
+97,363
33
$9.62M 0.36%
88,084
+54,640
34
$9.56M 0.35%
105,068
-7,519
35
$9.54M 0.35%
85,301
-19,880
36
$9.42M 0.35%
263,203
+1,437
37
$9.4M 0.35%
40,948
-744
38
$9.33M 0.34%
139,338
+35,808
39
$9.3M 0.34%
62,887
+15,922
40
$9.18M 0.34%
398,971
+11,640
41
$9.12M 0.34%
333,249
-87,678
42
$9.08M 0.34%
104,807
+89,114
43
$8.94M 0.33%
147,599
+111,569
44
$8.9M 0.33%
28,185
+27,586
45
$8.85M 0.33%
+85,961
46
$8.85M 0.33%
7,983
+3,841
47
$8.67M 0.32%
114,988
+77,448
48
$8.61M 0.32%
180,481
+35,635
49
$8.6M 0.32%
+241,781
50
$8.54M 0.32%
126,128
-14,752
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