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
$2.13B
AUM Growth
+$166M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,132
New
Increased
Reduced
Closed

Top Buys

1
+$18.3M
2
+$17.5M
3
+$10.2M
4
FE icon
FirstEnergy
FE
+$9.91M
5
FDX icon
FedEx
FDX
+$9.82M

Top Sells

1
+$10.4M
2
+$9.46M
3
+$8.77M
4
LUV icon
Southwest Airlines
LUV
+$8.21M
5
ABT icon
Abbott
ABT
+$7.63M

Sector Composition

1 Technology 20.73%
2 Consumer Discretionary 15.32%
3 Industrials 13.07%
4 Healthcare 12.85%
5 Financials 10.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1951
– –
-18,394
1952
– –
-15,468
1953
– –
-15,171
1954
– –
-2,142
1955
– –
-2,358
1956
– –
-14,520
1957
– –
-47,090
1958
– –
-98,871
1959
– –
-14,293
1960
– –
-1,827
1961
– –
-7,682
1962
– –
-15,170
1963
– –
-16,577
1964
– –
-13,377
1965
– –
-14,062
1966
– –
-32,256
1967
– –
-66,737
1968
– –
-10,832
1969
– –
-17,444
1970
– –
-103,046
1971
– –
-12,232
1972
– –
-34,197
1973
– –
-10,600
1974
– –
-12,180
1975
– –
-9,118
77 78
79
80 81