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EGM

Engineers Gate Manager Portfolio holdings

AUM $8B
1-Year Est. Return 17.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.35%
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
1926
– –
-21,438
1927
– –
-18,039
1928
– –
-19,363
1929
– –
-34,820
1930
– –
-9,619
1931
– –
-9,057
1932
– –
-3,363
1933
– –
-175,347
1934
– –
-16,882
1935
– –
-12,670
1936
– –
-30,500
1937
– –
-33,097
1938
– –
-3,047
1939
– –
-3,583
1940
– –
-98,882
1941
– –
-6,888
1942
– –
-13,480
1943
– –
-4,440
1944
– –
-14,770
1945
– –
-12,417
1946
– –
-478
1947
– –
-5,258
1948
– –
-2,516
1949
– –
-8,396
1950
– –
-19,492
76 77
78
79 80