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
826
$797K 0.03%
13,158
+4,987
827
$797K 0.03%
7,511
-2,607
828
$796K 0.03%
22,522
+9,274
829
$794K 0.03%
67,381
+7,332
830
$792K 0.03%
+15,782
831
$792K 0.03%
+18,651
832
$791K 0.03%
48,726
-13,218
833
$789K 0.03%
11,596
+7,034
834
$787K 0.03%
11,529
+3,301
835
$787K 0.03%
5,859
-17,514
836
$786K 0.03%
+10,487
837
$785K 0.03%
38,800
+29,530
838
$783K 0.03%
177,209
-19,662
839
$782K 0.03%
+25,910
840
$781K 0.03%
+11,622
841
$781K 0.03%
+67,425
842
$780K 0.03%
+1,689
843
$779K 0.03%
79,031
-41,103
844
$779K 0.03%
74,901
-9,577
845
$776K 0.03%
17,315
+5,687
846
$775K 0.03%
50,899
+1,477
847
$774K 0.03%
+10,046
848
$773K 0.03%
78,823
-31,962
849
$770K 0.03%
20,783
+6,536
850
$770K 0.03%
14,184
-1,669
32 33
34
35 36