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
626
$1.17M 0.04%
12,708
+2,440
627
$1.17M 0.04%
11,022
-7,532
628
$1.17M 0.04%
14,868
-12,071
629
$1.16M 0.04%
67,137
+42,188
630
$1.16M 0.04%
18,194
-5,778
631
$1.16M 0.04%
18,676
-6,335
632
$1.16M 0.04%
114,637
-22,224
633
$1.16M 0.04%
29,760
+14,135
634
$1.16M 0.04%
+8,788
635
$1.15M 0.04%
53,296
+15,064
636
$1.15M 0.04%
+20,862
637
$1.15M 0.04%
66,374
+9,185
638
$1.15M 0.04%
9,743
+1,009
639
$1.14M 0.04%
+45,572
640
$1.14M 0.04%
+40,942
641
$1.14M 0.04%
+13,619
642
$1.14M 0.04%
+69,066
643
$1.13M 0.04%
15,219
+4,924
644
$1.13M 0.04%
+31,368
645
$1.13M 0.04%
35,864
-43,969
646
$1.13M 0.04%
33,076
-24,722
647
$1.12M 0.04%
10,488
-4,403
648
$1.12M 0.04%
11,084
+4,309
649
$1.12M 0.04%
172,531
+158,071
650
$1.12M 0.04%
26,883
+17,475
24 25
26
27 28