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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
1951
– –
-35,463
1952
– –
-5,633
1953
– –
-14,955
1954
– –
-1,653
1955
– –
-11,207
1956
– –
-11,312
1957
– –
-2,805
1958
– –
-4,009
1959
– –
-6,457
1960
– –
-74,776
1961
– –
-18,045
1962
– –
-10,235
1963
– –
-20,109
1964
– –
-24,810
1965
– –
-5,130
1966
– –
-87,941
1967
– –
-55,035
1968
– –
-11,120
1969
– –
-131,119
1970
– –
-5,772
1971
– –
-33,589
1972
– –
-15,716
1973
– –
-20,593
1974
– –
-57,588
1975
– –
-49,908
77 78
79
80 81