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
51
$8.48M 0.31%
47,180
-8,733
52
$8.44M 0.31%
237,088
+178,782
53
$8.29M 0.31%
322,626
+254,004
54
$8.18M 0.3%
73,942
+37,246
55
$8.13M 0.3%
16,517
+561
56
$8.12M 0.3%
38,026
+16,661
57
$8.11M 0.3%
40,055
+12,379
58
$8M 0.3%
37,250
+32,028
59
$7.94M 0.29%
60,576
+26,864
60
$7.82M 0.29%
145,497
+123,460
61
$7.8M 0.29%
278,235
-78,965
62
$7.7M 0.28%
318,013
-58,756
63
$7.69M 0.28%
232,607
+82,198
64
$7.56M 0.28%
59,622
-5,400
65
$7.55M 0.28%
2,447
+2,244
66
$7.51M 0.28%
163,750
+68,895
67
$7.33M 0.27%
61,024
+4,365
68
$7.28M 0.27%
22,081
+7,983
69
$7.24M 0.27%
46,458
+8,803
70
$7.22M 0.27%
194,121
+67,902
71
$7.11M 0.26%
+30,905
72
$7.09M 0.26%
5,592
-2,763
73
$7.04M 0.26%
29,264
-29,313
74
$6.84M 0.25%
+77,551
75
$6.8M 0.25%
213,002
-3,183
1 2
3
4 5