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
$2.31B
AUM Growth
+$175M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,155
New
Increased
Reduced
Closed

Top Buys

1
+$22M
2
+$18.8M
3
+$15.8M
4
HD icon
Home Depot
HD
+$11.5M
5
W icon
Wayfair
W
+$11.4M

Top Sells

1
+$19.2M
2
+$18.4M
3
+$13.8M
4
OPTU
Optimum Communications Inc
OPTU
+$11.4M
5
RTX icon
RTX Corp
RTX
+$11.2M

Sector Composition

1 Technology 24.29%
2 Consumer Discretionary 17.15%
3 Healthcare 12.86%
4 Industrials 11.22%
5 Financials 8.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1951
– –
-27,400
1952
– –
-8,131
1953
– –
-2,805
1954
– –
-31,423
1955
– –
-23,585
1956
– –
-22,950
1957
– –
-24,593
1958
– –
-77,850
1959
– –
-36,392
1960
– –
-12,700
1961
– –
-54,300
1962
– –
-28,663
1963
– –
-18,370
1964
– –
-10,033
1965
– –
-27,381
1966
– –
-43,590
1967
– –
-6,897
1968
– –
-11,660
1969
– –
-17,629
1970
– –
-13,300
1971
– –
-38,015
1972
– –
-3,496
1973
– –
-4,917
1974
– –
-6,542
1975
– –
-23,666
77 78
79
80 81