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
$2.22B
AUM Growth
+$469M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,408
New
Increased
Reduced
Closed

Top Buys

1
+$12.1M
2
+$11.9M
3
+$11.4M
4
DHR icon
Danaher
DHR
+$11.2M
5
HUBS icon
HubSpot
HUBS
+$10.8M

Top Sells

1
+$13.1M
2
+$12.4M
3
+$12.3M
4
TJX icon
TJX Companies
TJX
+$12.1M
5
UNP icon
Union Pacific
UNP
+$12.1M

Sector Composition

1 Technology 22.92%
2 Consumer Discretionary 16.73%
3 Industrials 14.97%
4 Healthcare 13.26%
5 Financials 9.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1951
$15K ﹤0.01%
+14
1952
$13K ﹤0.01%
+13,508
1953
$13K ﹤0.01%
+21,142
1954
$13K ﹤0.01%
+14,782
1955
$12K ﹤0.01%
+670
1956
$12K ﹤0.01%
+294
1957
$11K ﹤0.01%
+1,194
1958
$11K ﹤0.01%
53
1959
$11K ﹤0.01%
+10,760
1960
$10K ﹤0.01%
+4,982
1961
$9K ﹤0.01%
+746
1962
$9K ﹤0.01%
+903
1963
$8K ﹤0.01%
+111
1964
$6K ﹤0.01%
+4
1965
– –
-1,690
1966
– –
-16,121
1967
– –
-33,131
1968
– –
-21,274
1969
– –
-99,108
1970
– –
-33,632
1971
– –
-33,780
1972
– –
-5,390
1973
– –
-6,255
1974
– –
-7,579
1975
– –
-75,162
77 78
79
80 81