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
1926
– –
-8,299
1927
– –
-9,718
1928
– –
-22,454
1929
– –
-11,225
1930
– –
-37,220
1931
– –
-200,312
1932
– –
-12,826
1933
– –
-5,238
1934
– –
-4,102
1935
– –
-14,773
1936
– –
-12,759
1937
– –
-35,387
1938
– –
-13,028
1939
– –
-10,178
1940
– –
-10,129
1941
– –
-8,927
1942
– –
-7,540
1943
– –
-8,839
1944
– –
-45,078
1945
– –
-364
1946
– –
-40,200
1947
– –
-1,183
1948
– –
-37,921
1949
– –
-13,386
1950
– –
-9,143
76 77
78
79 80