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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
$960M
AUM Growth
-$433M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
899
New
Increased
Reduced
Closed

Top Buys

1
+$4.91M
2
+$4.86M
3
+$4.82M
4
AN icon
AutoNation
AN
+$4.4M
5
ELV icon
Elevance Health
ELV
+$4.39M

Top Sells

1
+$8.41M
2
+$8.14M
3
+$7M
4
STI
SunTrust Banks, Inc.
STI
+$6.91M
5
WAB icon
Wabtec
WAB
+$6.86M

Sector Composition

1 Consumer Discretionary 15.96%
2 Technology 14.67%
3 Industrials 13.84%
4 Financials 13.19%
5 Healthcare 8.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
– –
-85,900
827
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-66,348
828
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-9,800
829
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-114,081
830
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-45,268
831
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-3,002
832
– –
-12,700
833
– –
-89,571
834
– –
-6,831
835
– –
-53,829
836
– –
-11,250
837
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-34,734
838
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-14,500
839
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-127,928
840
– –
-23,761
841
– –
-107,343
842
– –
-10,000
843
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-33,200
844
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-127,533
845
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-8,983
846
– –
-88,100
847
– –
-42,938
848
– –
-372,472
849
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-18,851
850
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-7,600
32 33
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35 36