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
526
$1.39M 0.05%
23,031
+8,414
527
$1.39M 0.05%
40,728
-31,723
528
$1.38M 0.05%
18,725
-2,000
529
$1.38M 0.05%
103,297
+66,960
530
$1.38M 0.05%
40,663
+799
531
$1.38M 0.05%
+18,763
532
$1.38M 0.05%
43,170
-4,124
533
$1.37M 0.05%
64,065
+8,300
534
$1.37M 0.05%
+6,155
535
$1.37M 0.05%
42,180
+18,139
536
$1.37M 0.05%
20,103
+4,985
537
$1.37M 0.05%
125,325
-21,514
538
$1.37M 0.05%
62,234
-35,494
539
$1.37M 0.05%
+41,072
540
$1.37M 0.05%
+77,960
541
$1.36M 0.05%
11,330
-13,966
542
$1.35M 0.05%
37,332
+31,260
543
$1.35M 0.05%
149,332
+68,212
544
$1.35M 0.05%
24,805
+877
545
$1.35M 0.05%
15,792
+789
546
$1.34M 0.05%
31,904
-4,178
547
$1.34M 0.05%
34,214
+15,052
548
$1.34M 0.05%
29,781
+23,168
549
$1.34M 0.05%
115,303
+54,024
550
$1.34M 0.05%
+12,256
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