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
601
$1.2M 0.04%
9,590
+5,490
602
$1.2M 0.04%
6,589
-8,223
603
$1.2M 0.04%
7,190
-1,631
604
$1.2M 0.04%
36,974
+7,924
605
$1.19M 0.04%
18,788
-7,715
606
$1.19M 0.04%
38,988
+230
607
$1.19M 0.04%
+3,061
608
$1.19M 0.04%
+3,159
609
$1.19M 0.04%
56,874
+37,888
610
$1.18M 0.04%
+14,594
611
$1.18M 0.04%
+16,583
612
$1.18M 0.04%
44,131
-54,455
613
$1.18M 0.04%
+20,171
614
$1.18M 0.04%
114,969
-7,681
615
$1.18M 0.04%
15,834
-44,805
616
$1.18M 0.04%
13,230
-9,460
617
$1.18M 0.04%
21,069
+2,902
618
$1.18M 0.04%
20,874
-13,345
619
$1.18M 0.04%
21,114
-25,228
620
$1.18M 0.04%
8,037
-6,446
621
$1.18M 0.04%
+9,456
622
$1.17M 0.04%
16,908
-21,370
623
$1.17M 0.04%
5,768
-25,154
624
$1.17M 0.04%
+4,592
625
$1.17M 0.04%
43,938
-77,469
23 24
25
26 27