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
801
$843K 0.03%
43,956
+19,217
802
$838K 0.03%
32,921
+9,535
803
$836K 0.03%
+2,096
804
$834K 0.03%
4,565
+1,301
805
$832K 0.03%
+9,404
806
$832K 0.03%
24,222
-48,264
807
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78,162
-12,577
808
$830K 0.03%
119,544
-40,782
809
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84,231
-47,966
810
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16,049
-44,426
811
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18,526
-7,327
812
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33,117
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813
$821K 0.03%
58,561
+17,065
814
$818K 0.03%
139,664
+75,865
815
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4,531
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29,149
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817
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16,450
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818
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819
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14,211
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821
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257,046
-44,638
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$806K 0.03%
5,655
-11,655
823
$805K 0.03%
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824
$804K 0.03%
15,866
+4,306
825
$800K 0.03%
+36,324
31 32
33
34 35