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
1876
– –
-42,576
1877
– –
-75,495
1878
– –
-13,650
1879
– –
-8,471
1880
– –
-2,838
1881
– –
-8,614
1882
– –
-9,986
1883
– –
-13,641
1884
– –
-18,895
1885
– –
-16,225
1886
– –
-18,609
1887
– –
-27,000
1888
– –
-10,990
1889
– –
-6,605
1890
– –
-3,719
1891
– –
-3,696
1892
– –
-4,935
1893
– –
-32,628
1894
– –
-6,772
1895
– –
-5,852
1896
– –
-6,285
1897
– –
-7,691
1898
– –
-14,100
1899
– –
-49,589
1900
– –
-12,171
74 75
76
77 78