EGM

Engineers Gate Manager Portfolio holdings

AUM $8.43B
1-Year Est. Return 10.11%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+10.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.75B
AUM Growth
+$200M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,153
New
Increased
Reduced
Closed

Top Buys

1 +$13.9M
2 +$11.9M
3 +$11.7M
4
TJX icon
TJX Companies
TJX
+$11.6M
5
MNST icon
Monster Beverage
MNST
+$10.9M

Top Sells

1 +$9.08M
2 +$8.13M
3 +$7.91M
4
TFC icon
Truist Financial
TFC
+$7.9M
5
NEE icon
NextEra Energy
NEE
+$7.89M

Sector Composition

1 Technology 21.32%
2 Industrials 15.02%
3 Consumer Discretionary 14.89%
4 Healthcare 13.42%
5 Financials 11.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1701
-11,763
1702
-20,007
1703
-727
1704
-23,603
1705
-13,475
1706
-8,920
1707
-3,414
1708
-1,710
1709
-13,801
1710
-422
1711
-38,260
1712
-33,710
1713
-23,393
1714
-4,486
1715
-27,816
1716
-1,525
1717
-7,203
1718
-10,054
1719
-12,595
1720
-64,689
1721
-10,890
1722
-10,034
1723
-10,262
1724
-41,664
1725
-462