EGM
Engineers Gate Manager Portfolio holdings
AUM
$8.04B
1-Year Return
12.21%
This Quarter Return
-27.79%
1 Year Return
+12.21%
3 Year Return
+28.21%
5 Year Return
+42.98%
10 Year Return
+180.06%
AUM
$1.39B
AUM Growth
-$886M
(-39%)
Cap. Flow
-$433M
Cap. Flow
% of AUM
-31.22%
Top 10 Holdings %
Top 10 Hldgs %
4.71%
Holding
2,133
New
548
Increased
481
Reduced
491
Closed
613
Top Buys
| 1 |
Costco
COST
|
+$7.63M |
| 2 |
HCA Healthcare
HCA
|
+$6.49M |
| 3 |
Thermo Fisher Scientific
TMO
|
+$5.82M |
| 4 |
Zoom
ZM
|
+$5.73M |
| 5 |
UGI
UGI
|
+$5.23M |
Top Sells
| 1 |
DexCom
DXCM
|
+$17.2M |
| 2 |
Tesla
TSLA
|
+$14.2M |
| 3 |
Veeva Systems
VEEV
|
+$9.13M |
| 4 |
Bank of New York Mellon
BK
|
+$9.01M |
| 5 |
DocuSign
DOCU
|
+$8.96M |
Sector Composition
| 1 | Technology | 18.36% |
| 2 | Consumer Discretionary | 14.51% |
| 3 | Industrials | 14.38% |
| 4 | Healthcare | 12.57% |
| 5 | Financials | 12.41% |