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
1101
$450K 0.02%
57,746
-28,735
1102
$450K 0.02%
17,987
+3,424
1103
$449K 0.02%
41,736
-62,314
1104
$449K 0.02%
25,472
-12,083
1105
$447K 0.02%
+3,588
1106
$447K 0.02%
10,176
-91,089
1107
$446K 0.02%
3,103
-664
1108
$445K 0.02%
6,729
-4,815
1109
$445K 0.02%
+5,670
1110
$444K 0.02%
98,992
-37,008
1111
$444K 0.02%
10,971
-19,744
1112
$444K 0.02%
26,823
-8,093
1113
$443K 0.02%
1,296
-1,373
1114
$442K 0.02%
+1,561
1115
$440K 0.02%
+8,104
1116
$440K 0.02%
38,372
-17,673
1117
$438K 0.02%
3,056
+566
1118
$438K 0.02%
39,339
-9,085
1119
$437K 0.02%
12,320
-12,147
1120
$437K 0.02%
+1,897
1121
$437K 0.02%
32,878
+18,265
1122
$436K 0.02%
1,910
-2,840
1123
$436K 0.02%
38,066
+2,152
1124
$436K 0.02%
22,836
-3,927
1125
$435K 0.02%
13,777
+5,260
43 44
45
46 47