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
1751
– –
-27,027
1752
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-19,874
1753
– –
-19,158
1754
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-4,384
1755
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-1,576
1756
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-2,164
1757
– –
-1,387
1758
– –
-15,036
1759
– –
-3,177
1760
– –
-33,566
1761
– –
-30,180
1762
– –
-13,073
1763
– –
-8,572
1764
– –
-28,324
1765
– –
-1,550
1766
– –
-15,152
1767
– –
-28,985
1768
– –
-10,399
1769
– –
-10,570
1770
– –
-32,845
1771
– –
-20,965
1772
– –
-6,995
1773
– –
-15,800
1774
– –
-403
1775
– –
-4,169
69 70
71
72 73