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
$1.61B
AUM Growth
-$1.12B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,254
New
Increased
Reduced
Closed

Top Buys

1
+$12.1M
2
+$11.4M
3
+$9.91M
4
EW icon
Edwards Lifesciences
EW
+$9.71M
5
EXC icon
Exelon
EXC
+$8.93M

Top Sells

1
+$18.5M
2
+$17.8M
3
+$15.9M
4
TTD icon
Trade Desk
TTD
+$14.2M
5
HLT icon
Hilton Worldwide
HLT
+$13.2M

Sector Composition

1 Technology 18.06%
2 Consumer Discretionary 15.18%
3 Healthcare 14.29%
4 Financials 13.32%
5 Industrials 12.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1926
– –
-2,412
1927
– –
-18,136
1928
– –
-2,338
1929
– –
-2,978
1930
– –
-1,487
1931
– –
-8,565
1932
– –
-24,620
1933
– –
-226,362
1934
– –
-21,190
1935
– –
-10,524
1936
– –
-1,509
1937
– –
-52
1938
– –
-14,445
1939
– –
-40,950
1940
– –
-3,395
1941
– –
-23,744
1942
– –
-94,600
1943
– –
-90,945
1944
– –
-5,104
1945
– –
-83,529
1946
– –
-22,873
1947
– –
-15,729
1948
– –
-15,326
1949
– –
-14,450
1950
– –
-32,131
76 77
78
79 80