We are live on ! Find out more
EGM

Engineers Gate Manager Portfolio holdings

AUM $8B
1-Year Est. Return 17.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.17B
AUM Growth
+$153M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,218
New
Increased
Reduced
Closed

Top Buys

1
+$8.33M
2
+$8.32M
3
+$8.06M
4
SHW icon
Sherwin-Williams
SHW
+$7.79M
5
CPA icon
Copa Holdings
CPA
+$6.63M

Top Sells

1
+$5.25M
2
+$4.05M
3
+$3.89M
4
HSY icon
Hershey
HSY
+$3.79M
5
VRSK icon
Verisk Analytics
VRSK
+$3.77M

Sector Composition

1 Consumer Discretionary 14.55%
2 Technology 14.49%
3 Financials 14.18%
4 Industrials 13.42%
5 Healthcare 9.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
– –
-55,710
652
– –
-13,944
653
– –
-669
654
– –
-4,675
655
– –
-16,103
656
– –
-16,308
657
– –
-9,375
658
– –
-13,111
659
– –
-8,379
660
– –
-11,600
661
– –
-14,106
662
– –
-8,600
663
– –
-14,901
664
– –
-14,108
665
– –
-11,914
666
– –
-3,581
667
– –
-91,900
668
– –
-57,669
669
– –
-4,864
670
– –
-44,160
671
– –
-26,388
672
– –
-58,424
673
– –
-67,603
674
– –
-43,735
675
– –
-7,565
25 26
27
28 29