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
851
$767K 0.03%
129,426
-36,762
852
$767K 0.03%
15,672
-78,543
853
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+5,987
854
$766K 0.03%
53,261
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855
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856
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3,217
-3,960
857
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29,850
+12,389
858
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18,432
-22,153
859
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860
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863
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864
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865
$758K 0.03%
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$758K 0.03%
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868
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869
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870
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$753K 0.03%
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873
$753K 0.03%
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874
$752K 0.03%
71,791
+4,483
875
$751K 0.03%
28,247
+11,746
33 34
35
36 37